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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 | $52,116 | $93,345-44.2% | $119,126-56.3% | $87,485-40.4% |
| Participation rate | 45.7% | 68.7%-23.0pp | 75.8%-30.0pp | 68.9%-23.2pp |
| Annual return | 18.61% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,208 | $4,099-46.1% | $5,318-58.5% | $4,274-48.3% |
| Admin fee / account holder | $1,447 | $8,039-82.0% | $10,693-86.5% | $7,775-81.4% |