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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 | $44,150 | $29,736+48.5% | $56,033-21.2% | $80,935-45.5% |
| Participation rate | 34.1% | 41.7%-7.6pp | 52.5%-18.4pp | 67.7%-33.6pp |
| Annual return | 11.20% | 35.28%-24.1pp | 1711.38%-1700.2pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,619 | $1,228+194.6% | $1,954+85.2% | $4,299-15.8% |
| Admin fee / account holder | $2,453 | $2,434+0.8% | $2,827-13.2% | $6,924-64.6% |