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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 | $54,882 | $124,330-55.9% | $109,173-49.7% | $167,536-67.2% |
| Participation rate | 38.9% | 79.5%-40.6pp | 75.9%-37.0pp | 82.1%-43.2pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.75%-14.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,071 | $5,256-41.6% | $4,654-34.0% | $6,342-51.6% |
| Admin fee / account holder | $3,266 | $7,974-59.0% | $6,755-51.6% | $12,315-73.5% |