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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 | $43,183 | $87,106-50.4% | $105,607-59.1% | $80,935-46.6% |
| Participation rate | 59.1% | 70.4%-11.3pp | 75.3%-16.2pp | 67.7%-8.6pp |
| Annual return | 12.87% | 17.01%-4.1pp | 116.11%-103.2pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,688 | $3,986-57.6% | $5,011-66.3% | $4,299-60.7% |
| Admin fee / account holder | $1,876 | $8,447-77.8% | $10,958-82.9% | $6,924-72.9% |