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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 | $81,804 | $165,939-50.7% | $122,354-33.1% | $147,586-44.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 14.79% | 34.56%-19.8pp | 30.28%-15.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,780 | $4,005-55.6% | $3,287-45.8% | $5,439-67.3% |
| Admin fee / account holder | $372 | $7,425-95.0% | $5,479-93.2% | $10,886-96.6% |