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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 | $49,250 | $125,797-60.8% | $170,043-71.0% | $75,173-34.5% |
| Participation rate | 45.2% | 83.6%-38.4pp | 87.0%-41.8pp | 67.2%-22.0pp |
| Annual return | 67.94% | 27.20%+40.7pp | 53.40%+14.5pp | 160.72%-92.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,073 | $6,838-11.2% | $10,410-41.7% | $4,126+47.2% |
| Admin fee / account holder | $3,310 | $8,177-59.5% | $12,824-74.2% | $5,651-41.4% |