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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 | $48,702 | $124,346-60.8% | $111,308-56.2% | $167,536-70.9% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 12.08% | 37.45%-25.4pp | 54.67%-42.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,536 | $5,182-12.4% | $4,487+1.1% | $6,342-28.5% |
| Admin fee / account holder | $1,024 | $10,621-90.4% | $7,965-87.2% | $12,315-91.7% |