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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 | $93,345-52.5% | $119,126-62.8% | $87,485-49.3% |
| Participation rate | 42.4% | 68.7%-26.3pp | 75.8%-33.3pp | 68.9%-26.5pp |
| Annual return | 14.28% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,098 | $4,099-24.4% | $5,318-41.7% | $4,274-27.5% |
| Admin fee / account holder | $5,201 | $8,039-35.3% | $10,693-51.4% | $7,775-33.1% |