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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 | $79,045-41.1% | $100,378-53.6% | $74,429-37.5% |
| Participation rate | 39.6% | 79.4%-39.9pp | 81.5%-41.9pp | 67.2%-27.6pp |
| Annual return | 13.44% | 20.61%-7.2pp | 49.41%-36.0pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,790 | $7,751-51.1% | $8,087-53.1% | $4,348-12.8% |
| Admin fee / account holder | $6,467 | $1,335+384.5% | $7,899-18.1% | $1,944+232.6% |