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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 | $47,171 | $116,190-59.4% | $93,614-49.6% | $152,885-69.1% |
| Participation rate | 54.5% | 78.0%-23.5pp | 75.8%-21.3pp | 82.5%-27.9pp |
| Annual return | 16.07% | 35.96%-19.9pp | 32.76%-16.7pp | 345.39%-329.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,153 | $4,604-31.5% | $4,069-22.5% | $5,851-46.1% |
| Admin fee / account holder | $4,562 | $10,749-57.6% | $7,889-42.2% | $11,598-60.7% |