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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 | $57,135 | $80,985-29.4% | $96,576-40.8% | $75,181-24.0% |
| Participation rate | 48.1% | 71.8%-23.6pp | 76.0%-27.8pp | 67.2%-19.1pp |
| Annual return | 15.44% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,041 | $3,929-48.0% | $4,851-57.9% | $4,126-50.5% |
| Admin fee / account holder | $1,915 | $6,719-71.5% | $8,253-76.8% | $5,650-66.1% |