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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 | $57,868 | $98,240-41.1% | $82,312-29.7% | $147,586-60.8% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.4pp | 82.8%-21.3pp |
| Annual return | 17.40% | 30.85%-13.5pp | 25.88%-8.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,612 | $4,383-17.6% | $3,706-2.6% | $5,439-33.6% |
| Admin fee / account holder | $2,318 | $8,563-72.9% | $5,608-58.7% | $10,886-78.7% |