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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 | $54,381 | $106,918-49.1% | $84,021-35.3% | $152,897-64.4% |
| Participation rate | 47.1% | 75.2%-28.2pp | 69.0%-22.0pp | 82.5%-35.4pp |
| Annual return | 21.78% | 105.01%-83.2pp | 71.32%-49.5pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,734 | $4,012-56.8% | $3,239-46.5% | $5,851-70.4% |
| Admin fee / account holder | $3,151 | $8,288-62.0% | $6,102-48.4% | $11,599-72.8% |