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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 | $47,887 | $88,360-45.8% | $145,433-67.1% | $67,986-29.6% |
| Participation rate | 22.6% | 65.5%-42.9pp | 82.1%-59.5pp | 57.2%-34.6pp |
| Annual return | 14.67% | 63.15%-48.5pp | 66.58%-51.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,648 | $5,932-72.2% | $7,897-79.1% | $3,358-50.9% |
| Admin fee / account holder | $2,149 | $3,313-35.1% | $13,129-83.6% | $3,203-32.9% |