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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 | $53,810 | $99,875-46.1% | $146,866-63.4% | $86,983-38.1% |
| Participation rate | 17.4% | 75.8%-58.4pp | 82.5%-65.1pp | 69.5%-52.2pp |
| Annual return | 17.00% | 28.10%-11.1pp | 102.85%-85.9pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,432 | $6,322-61.5% | $7,759-68.7% | $4,194-42.0% |
| Admin fee / account holder | $1,427 | $7,838-81.8% | $13,620-89.5% | $7,856-81.8% |