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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 | $48,979 | $100,901-51.5% | $75,670-35.3% | $147,585-66.8% |
| Participation rate | 27.8% | 77.1%-49.4pp | 72.3%-44.6pp | 82.8%-55.1pp |
| Annual return | 12.14% | 35.78%-23.6pp | 27.34%-15.2pp | 578.56%-566.4pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,642 | $4,027+15.3% | $3,142+47.7% | $5,439-14.6% |
| Admin fee / account holder | $2,986 | $11,285-73.5% | $5,800-48.5% | $10,885-72.6% |