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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 | $43,726 | $58,311-25.0% | $81,882-46.6% | $80,959-46.0% |
| Participation rate | 46.9% | 63.5%-16.6pp | 72.4%-25.5pp | 67.7%-20.8pp |
| Annual return | 14.30% | 41.85%-27.5pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,234 | $3,287-32.0% | $4,323-48.3% | $4,300-48.0% |
| Admin fee / account holder | $552 | $4,752-88.4% | $7,360-92.5% | $6,925-92.0% |