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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 | $47,417 | $117,895-59.8% | $102,460-53.7% | $145,897-67.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.73% | 31.92%-13.2pp | 29.47%-10.7pp | 552.29%-533.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,427 | $5,736-57.7% | $5,056-52.0% | $6,689-63.7% |
| Admin fee / account holder | $1,862 | $13,353-86.1% | $9,460-80.3% | $13,390-86.1% |