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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 | $50,481 | $107,809-53.2% | $97,032-48.0% | $155,188-67.5% |
| Participation rate | 20.0% | 75.5%-55.5pp | 71.6%-51.6pp | 80.8%-60.8pp |
| Annual return | 19.70% | 38.06%-18.4pp | 35.38%-15.7pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,724 | $5,129-27.4% | $4,672-20.3% | $6,531-43.0% |
| Admin fee / account holder | $2,822 | $10,717-73.7% | $9,418-70.0% | $14,480-80.5% |