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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 | $51,560 | $47,944+7.5% | $67,834-24.0% | $62,881-18.0% |
| Participation rate | 40.6% | 61.1%-20.4pp | 68.8%-28.2pp | 69.3%-28.7pp |
| Annual return | 5.41% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,263 | $2,247-43.8% | $3,160-60.0% | $3,203-60.6% |
| Admin fee / account holder | $14,265 | $3,712+284.3% | $4,622+208.6% | $4,296+232.1% |