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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 | $46,609 | $78,682-40.8% | $109,188-57.3% | $85,851-45.7% |
| Participation rate | 54.6% | 68.3%-13.6pp | 75.9%-21.2pp | 69.3%-14.7pp |
| Annual return | 11.94% | 25.09%-13.2pp | 25.76%-13.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,412 | $3,468-30.4% | $4,654-48.2% | $3,952-39.0% |
| Admin fee / account holder | $3,184 | $5,470-41.8% | $6,755-52.9% | $6,261-49.1% |