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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 | $54,736 | $55,457-1.3% | $77,361-29.2% | $94,015-41.8% |
| Participation rate | 25.8% | 69.8%-44.0pp | 75.0%-49.2pp | 70.8%-45.0pp |
| Annual return | 11.94% | 15.57%-3.6pp | 1011.54%-999.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,148 | $3,069-62.6% | $3,911-70.6% | $4,249-73.0% |
| Admin fee / account holder | $1,665 | $4,334-61.6% | $5,894-71.8% | $8,951-81.4% |