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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 | $47,011 | $89,364-47.4% | $141,177-66.7% | $72,983-35.6% |
| Participation rate | 46.4% | 75.1%-28.7pp | 82.5%-36.0pp | 69.5%-23.1pp |
| Annual return | 22.00% | 111.86%-89.9pp | 71.40%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,074 | $5,419-43.3% | $6,710-54.2% | $3,608-14.8% |
| Admin fee / account holder | $5,997 | $5,959+0.6% | $10,263-41.6% | $5,124+17.0% |