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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 | $47,517 | $105,200-54.8% | $159,474-70.2% | $85,847-44.6% |
| Participation rate | 17.2% | 75.8%-58.5pp | 82.8%-65.6pp | 69.3%-52.1pp |
| Annual return | 14.64% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-304.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,615 | $5,946-56.0% | $7,353-64.4% | $3,952-33.8% |
| Admin fee / account holder | $5,750 | $6,934-17.1% | $10,802-46.8% | $6,261-8.2% |