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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 | $37,226 | $99,994-62.8% | $146,643-74.6% | $85,847-56.6% |
| Participation rate | 41.0% | 73.1%-32.1pp | 80.1%-39.1pp | 69.3%-28.4pp |
| Annual return | 11.42% | 18.93%-7.5pp | 22.75%-11.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,928 | $4,006-26.9% | $5,506-46.8% | $3,952-25.9% |
| Admin fee / account holder | $1,315 | $7,703-82.9% | $10,280-87.2% | $6,261-79.0% |