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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 | $48,926 | $101,069-51.6% | $81,478-40.0% | $147,585-66.8% |
| Participation rate | 58.8% | 74.5%-15.6pp | 68.0%-9.1pp | 82.8%-24.0pp |
| Annual return | 18.31% | 32.40%-14.1pp | 38.78%-20.5pp | 578.57%-560.3pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,015 | $4,242+112.5% | $3,537+154.9% | $5,439+65.8% |
| Admin fee / account holder | $1,012 | $5,812-82.6% | $4,561-77.8% | $10,885-90.7% |