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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 | $53,003 | $45,566+16.3% | $64,105-17.3% | $59,633-11.1% |
| Participation rate | 43.5% | 60.2%-16.7pp | 68.2%-24.7pp | 68.7%-25.2pp |
| Annual return | 2.05% | 4.95%-2.9pp | 791.24%-789.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,297 | $2,057+11.7% | $2,822-18.6% | $3,192-28.0% |
| Admin fee / account holder | $955 | $3,268-70.8% | $4,499-78.8% | $4,297-77.8% |