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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,666 | $79,189-37.3% | $102,457-51.5% | $74,400-33.2% |
| Participation rate | 36.7% | 74.8%-38.1pp | 76.5%-39.8pp | 67.2%-30.5pp |
| Annual return | 15.58% | 54.98%-39.4pp | 29.41%-13.8pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,497 | $4,415-43.4% | $5,054-50.6% | $4,348-42.6% |
| Admin fee / account holder | $2,146 | $2,002+7.2% | $9,451-77.3% | $1,944+10.4% |