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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 | $46,534 | $79,089-41.2% | $100,392-53.6% | $74,459-37.5% |
| Participation rate | 39.6% | 79.4%-39.9pp | 81.5%-41.9pp | 67.2%-27.7pp |
| Annual return | 13.44% | 20.61%-7.2pp | 49.45%-36.0pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,790 | $7,747-51.1% | $8,090-53.2% | $4,350-12.9% |
| Admin fee / account holder | $6,467 | $1,336+384.0% | $7,904-18.2% | $1,945+232.5% |