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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 | $47,367 | $117,895-59.8% | $102,460-53.8% | $145,897-67.5% |
| Participation rate | 38.5% | 78.6%-40.2pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 12.98% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,958 | $5,736-65.9% | $5,056-61.3% | $6,689-70.7% |
| Admin fee / account holder | $800 | $13,353-94.0% | $9,460-91.5% | $13,390-94.0% |