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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 | $48,450 | $78,428-38.2% | $95,960-49.5% | $79,852-39.3% |
| Participation rate | 49.5% | 73.5%-24.0pp | 77.1%-27.6pp | 69.6%-20.2pp |
| Annual return | 16.60% | 19.37%-2.8pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,072 | $3,440-39.8% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $1,120 | $5,622-80.1% | $6,797-83.5% | $5,306-78.9% |