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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 | $56,049 | $101,063-44.5% | $81,473-31.2% | $147,586-62.0% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 11.82% | 32.41%-20.6pp | 38.78%-27.0pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,344 | $4,242-68.3% | $3,537-62.0% | $5,439-75.3% |
| Admin fee / account holder | $8,165 | $5,812+40.5% | $4,561+79.0% | $10,886-25.0% |