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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 | $53,753 | $100,901-46.7% | $75,501-28.8% | $147,586-63.6% |
| Participation rate | 30.0% | 77.1%-47.1pp | 72.4%-42.4pp | 82.8%-52.8pp |
| Annual return | 13.73% | 35.78%-22.1pp | 27.35%-13.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,070 | $4,027-73.4% | $3,142-65.9% | $5,439-80.3% |
| Admin fee / account holder | $2,228 | $11,285-80.3% | $5,801-61.6% | $10,886-79.5% |