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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 | $56,217 | $113,338-50.4% | $94,993-40.8% | $147,586-61.9% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 17.11% | 20.80%-3.7pp | 27.14%-10.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,686 | $3,777+50.5% | $3,317+71.4% | $5,439+4.5% |
| Admin fee / account holder | $1,725 | $6,063-71.5% | $4,960-65.2% | $10,886-84.2% |