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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 | $50,754 | $103,387-50.9% | $87,102-41.7% | $152,885-66.8% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.9%-30.7pp | 82.5%-36.3pp |
| Annual return | 17.43% | 28.10%-10.7pp | 28.19%-10.8pp | 345.39%-328.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,445 | $4,778-48.8% | $4,048-39.6% | $5,851-58.2% |
| Admin fee / account holder | $1,362 | $12,193-88.8% | $7,491-81.8% | $11,598-88.3% |