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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 | $43,351 | $84,236-48.5% | $170,435-74.6% | $70,126-38.2% |
| Participation rate | 45.5% | 70.8%-25.4pp | 83.6%-38.1pp | 69.5%-24.1pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,461 | $3,086-52.7% | $4,939-70.4% | $3,332-56.2% |
| Admin fee / account holder | $1,532 | $5,698-73.1% | $13,881-89.0% | $4,645-67.0% |