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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 | $48,070 | $84,236-42.9% | $170,435-71.8% | $70,126-31.5% |
| Participation rate | 13.5% | 70.8%-57.3pp | 83.6%-70.1pp | 69.5%-56.0pp |
| Annual return | 16.70% | 23.06%-6.4pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,075 | $3,086-65.2% | $4,939-78.2% | $3,332-67.7% |
| Admin fee / account holder | $1,374 | $5,698-75.9% | $13,881-90.1% | $4,645-70.4% |