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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 | $58,045 | $117,829-50.7% | $102,423-43.3% | $145,877-60.2% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.6pp |
| Annual return | 15.81% | 31.83%-16.0pp | 29.42%-13.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,887 | $5,732-67.1% | $5,054-62.7% | $6,691-71.8% |
| Admin fee / account holder | $4,815 | $13,335-63.9% | $9,455-49.1% | $13,402-64.1% |