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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 | $47,712 | $69,477-31.3% | $94,679-49.6% | $71,495-33.3% |
| Participation rate | 50.4% | 78.4%-28.0pp | 80.8%-30.4pp | 67.9%-17.5pp |
| Annual return | 54.98% | 29.66%+25.3pp | 156.75%-101.8pp | 28.85%+26.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,102 | $7,345-16.9% | $7,417-17.7% | $4,291+42.2% |
| Admin fee / account holder | $605 | $1,210-50.0% | $7,233-91.6% | $1,588-61.9% |