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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 | $45,246 | $88,360-48.8% | $145,433-68.9% | $67,986-33.4% |
| Participation rate | 24.1% | 65.5%-41.3pp | 82.1%-58.0pp | 57.2%-33.1pp |
| Annual return | 17.43% | 63.15%-45.7pp | 66.58%-49.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,525 | $5,932-57.4% | $7,897-68.0% | $3,358-24.8% |
| Admin fee / account holder | $10,866 | $3,313+227.9% | $13,129-17.2% | $3,203+239.2% |