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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 | $31,420 | $98,776-68.2% | $149,745-79.0% | $79,856-60.7% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 19.21% | 27.38%-8.2pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,704 | $5,681-17.2% | $6,843-31.3% | $3,741+25.7% |
| Admin fee / account holder | $553 | $6,053-90.9% | $9,312-94.1% | $5,306-89.6% |