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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 | $51,557 | $69,541-25.9% | $59,899-13.9% | $135,380-61.9% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.7%-64.7pp | 82.6%-72.6pp |
| Annual return | 13.18% | 7.95%+5.2pp | 3.46%+9.7pp | 519.81%-506.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,553 | $4,206-63.1% | $3,402-54.4% | $5,609-72.3% |
| Admin fee / account holder | $8,780 | $5,737+53.0% | $3,592+144.4% | $10,828-18.9% |