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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 | $45,574 | $124,314-63.3% | $109,163-58.3% | $167,518-72.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 15.87% | 26.04%-10.2pp | 25.75%-9.9pp | 478.71%-462.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,334 | $5,256-17.5% | $4,654-6.9% | $6,342-31.7% |
| Admin fee / account holder | $4,689 | $7,973-41.2% | $6,754-30.6% | $12,312-61.9% |