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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 | $96,237 | $124,330-22.6% | $109,173-11.8% | $167,536-42.6% |
| Participation rate | 44.4% | 79.5%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 12.50% | 26.04%-13.5pp | 25.75%-13.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,413 | $5,256-54.1% | $4,654-48.1% | $6,342-61.9% |
| Admin fee / account holder | $2,024 | $7,974-74.6% | $6,755-70.0% | $12,315-83.6% |