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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 | $34,741 | $106,923-67.5% | $84,023-58.7% | $152,909-77.3% |
| Participation rate | 45.5% | 75.3%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 17.60% | 105.02%-87.4pp | 71.32%-53.7pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,913 | $4,013-27.4% | $3,239-10.1% | $5,851-50.2% |
| Admin fee / account holder | $1,986 | $8,289-76.0% | $6,102-67.5% | $11,601-82.9% |