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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 | $47,063 | $118,496-60.3% | $98,461-52.2% | $139,466-66.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 13.66% | 18.96%-5.3pp | 21.17%-7.5pp | 373.66%-360.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,082 | $5,393-42.8% | $4,738-34.9% | $6,712-54.1% |
| Admin fee / account holder | $1,691 | $14,056-88.0% | $8,961-81.1% | $11,409-85.2% |