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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 | $50,481 | $108,882-53.6% | $96,754-47.8% | $154,746-67.4% |
| Participation rate | 20.0% | 75.1%-55.1pp | 70.3%-50.3pp | 80.7%-60.7pp |
| Annual return | 19.70% | 98.39%-78.7pp | 82.04%-62.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,724 | $5,323-30.0% | $4,758-21.7% | $6,730-44.7% |
| Admin fee / account holder | $2,822 | $10,200-72.3% | $8,905-68.3% | $14,365-80.4% |