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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 | $44,398 | $58,311-23.9% | $81,882-45.8% | $80,959-45.2% |
| Participation rate | 29.6% | 63.5%-33.9pp | 72.4%-42.8pp | 67.7%-38.0pp |
| Annual return | 12.09% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,002 | $3,287-69.5% | $4,323-76.8% | $4,300-76.7% |
| Admin fee / account holder | $816 | $4,752-82.8% | $7,360-88.9% | $6,925-88.2% |