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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 | $52,950 | $118,869-55.5% | $96,575-45.2% | $167,518-68.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 18.23% | 50.49%-32.3pp | 37.79%-19.6pp | 478.71%-460.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,708 | $4,616-41.3% | $3,849-29.7% | $6,342-57.3% |
| Admin fee / account holder | $6,219 | $8,067-22.9% | $6,182+0.6% | $12,312-49.5% |