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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 | $47,809 | $78,428-39.0% | $95,960-50.2% | $79,852-40.1% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 21.61% | 19.37%+2.2pp | 91.63%-70.0pp | 31.72%-10.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,579 | $3,440-54.1% | $4,167-62.1% | $3,740-57.8% |
| Admin fee / account holder | $1,602 | $5,622-71.5% | $6,797-76.4% | $5,306-69.8% |