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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 | $47,355 | $70,435-32.8% | $96,575-51.0% | $85,856-44.8% |
| Participation rate | 53.7% | 61.8%-8.1pp | 69.8%-16.1pp | 69.3%-15.6pp |
| Annual return | 30.28% | 18.59%+11.7pp | 37.79%-7.5pp | 318.58%-288.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,031 | $2,894+4.7% | $3,849-21.3% | $3,952-23.3% |
| Admin fee / account holder | $3,261 | $4,997-34.7% | $6,182-47.2% | $6,261-47.9% |