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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 | $46,646 | $176,402-73.6% | $134,155-65.2% | $158,950-70.7% |
| Participation rate | 13.3% | 78.7%-65.4pp | 72.2%-58.9pp | 82.0%-68.6pp |
| Annual return | 23.22% | 63.66%-40.4pp | 36.34%-13.1pp | 302.91%-279.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,707 | $4,093-58.3% | $3,500-51.2% | $5,983-71.5% |
| Admin fee / account holder | $1,666 | $8,719-80.9% | $6,685-75.1% | $11,248-85.2% |