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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 | $57,099 | $98,766-42.2% | $149,730-61.9% | $79,852-28.5% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.5%-47.5pp | 69.6%-34.6pp |
| Annual return | 19.79% | 27.43%-7.6pp | 276.70%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,250 | $5,681-25.2% | $6,843-37.9% | $3,740+13.6% |
| Admin fee / account holder | $2,257 | $6,052-62.7% | $9,310-75.8% | $5,306-57.5% |