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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 | $46,632 | $84,236-44.6% | $170,435-72.6% | $70,126-33.5% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,385 | $3,086-55.1% | $4,939-72.0% | $3,332-58.4% |
| Admin fee / account holder | $7,549 | $5,698+32.5% | $13,881-45.6% | $4,645+62.5% |