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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 | $49,545 | $45,119+9.8% | $85,126-41.8% | $74,429-33.4% |
| Participation rate | 39.0% | 49.4%-10.3pp | 67.5%-28.5pp | 67.2%-28.2pp |
| Annual return | 11.77% | 26.28%-14.5pp | 66.63%-54.9pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,955 | $2,738+44.5% | $4,523-12.6% | $4,348-9.0% |
| Admin fee / account holder | $5,478 | $2,214+147.4% | $6,160-11.1% | $1,944+181.7% |