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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 | $47,540 | $61,356-22.5% | $149,696-68.2% | $71,511-33.5% |
| Participation rate | 34.7% | 62.5%-27.8pp | 78.8%-44.1pp | 67.9%-33.2pp |
| Annual return | 17.68% | 35.86%-18.2pp | 134.46%-116.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,906 | $2,920+33.8% | $5,682-31.3% | $4,291-9.0% |
| Admin fee / account holder | $2,859 | $1,263+126.4% | $13,212-78.4% | $1,588+80.0% |