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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 | $44,369 | $105,284-57.9% | $150,734-70.6% | $94,015-52.8% |
| Participation rate | 42.4% | 71.7%-29.3pp | 78.4%-36.0pp | 70.8%-28.4pp |
| Annual return | 14.28% | 15.67%-1.4pp | 600.81%-586.5pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,098 | $4,274-27.5% | $5,610-44.8% | $4,249-27.1% |
| Admin fee / account holder | $5,201 | $9,839-47.1% | $14,905-65.1% | $8,951-41.9% |