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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 | $56,034 | $105,856-47.1% | $90,161-37.9% | $147,586-62.0% |
| Participation rate | 21.4% | 79.7%-58.3pp | 76.9%-55.4pp | 82.8%-61.4pp |
| Annual return | 26.44% | 37.63%-11.2pp | 34.89%-8.4pp | 578.59%-552.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,036 | $5,733-29.6% | $5,287-23.7% | $5,439-25.8% |
| Admin fee / account holder | $3,885 | $8,046-51.7% | $5,943-34.6% | $10,886-64.3% |