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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 | $48,820 | $117,444-58.4% | $99,479-50.9% | $152,909-68.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 12.89% | 31.87%-19.0pp | 30.72%-17.8pp | 345.46%-332.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,181 | $4,086-71.1% | $3,619-67.4% | $5,851-79.8% |
| Admin fee / account holder | $4,682 | $7,635-38.7% | $6,253-25.1% | $11,601-59.6% |