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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 | $46,120 | $91,037-49.3% | $71,671-35.7% | $147,585-68.8% |
| Participation rate | 36.8% | 76.1%-39.3pp | 68.7%-31.9pp | 82.8%-46.0pp |
| Annual return | 20.07% | 20.48%-0.4pp | 20.65%-0.6pp | 578.58%-558.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,459 | $4,498-45.3% | $3,438-28.5% | $5,439-54.8% |
| Admin fee / account holder | $3,125 | $8,613-63.7% | $5,558-43.8% | $10,886-71.3% |