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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 | $52,944 | $48,011+10.3% | $63,803-17.0% | $82,637-35.9% |
| Participation rate | 20.4% | 66.6%-46.2pp | 72.7%-52.3pp | 68.1%-47.6pp |
| Annual return | 17.65% | 19.84%-2.2pp | 543.72%-526.1pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $849 | $2,846-70.2% | $3,843-77.9% | $4,126-79.4% |
| Admin fee / account holder | $2,138 | $3,873-44.8% | $5,196-58.9% | $7,339-70.9% |