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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 | $47,558 | $93,345-49.1% | $119,126-60.1% | $87,485-45.6% |
| Participation rate | 66.2% | 68.7%-2.6pp | 75.8%-9.6pp | 68.9%-2.8pp |
| Annual return | 14.79% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,870 | $4,099-5.6% | $5,318-27.2% | $4,274-9.4% |
| Admin fee / account holder | $1,096 | $8,039-86.4% | $10,693-89.7% | $7,775-85.9% |