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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 | $37,221 | $117,895-68.4% | $102,460-63.7% | $145,897-74.5% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.2pp |
| Annual return | 17.41% | 31.92%-14.5pp | 29.47%-12.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,577 | $5,736+84.4% | $5,056+109.2% | $6,689+58.1% |
| Admin fee / account holder | $4,588 | $13,353-65.6% | $9,460-51.5% | $13,390-65.7% |