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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 | $39,088 | $105,856-63.1% | $90,161-56.6% | $147,586-73.5% |
| Participation rate | 26.3% | 79.7%-53.4pp | 76.9%-50.6pp | 82.8%-56.5pp |
| Annual return | 15.04% | 37.63%-22.6pp | 34.89%-19.8pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,226 | $5,733-61.2% | $5,287-57.9% | $5,439-59.1% |
| Admin fee / account holder | $5,087 | $8,046-36.8% | $5,943-14.4% | $10,886-53.3% |