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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 | $48,726 | $77,638-37.2% | $156,551-68.9% | $62,881-22.5% |
| Participation rate | 26.3% | 71.2%-44.9pp | 84.0%-57.7pp | 69.3%-43.0pp |
| Annual return | 4.75% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,824 | $3,046-7.3% | $4,871-42.0% | $3,203-11.8% |
| Admin fee / account holder | $2,062 | $5,561-62.9% | $13,028-84.2% | $4,296-52.0% |