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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 | $42,344 | $105,856-60.0% | $90,161-53.0% | $147,586-71.3% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 13.34% | 37.63%-24.3pp | 34.89%-21.5pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,486 | $5,733-56.6% | $5,287-53.0% | $5,439-54.3% |
| Admin fee / account holder | $1,144 | $8,046-85.8% | $5,943-80.7% | $10,886-89.5% |