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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 | $23,845 | $71,197-66.5% | $93,669-74.5% | $80,925-70.5% |
| Participation rate | 46.5% | 60.4%-13.9pp | 68.7%-22.2pp | 67.7%-21.1pp |
| Annual return | 10.56% | 11.27%-0.7pp | 133.59%-123.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,274 | $4,036-43.6% | $4,416-48.5% | $4,299-47.1% |
| Admin fee / account holder | $5,984 | $6,959-14.0% | $8,291-27.8% | $6,940-13.8% |