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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 | $44,790 | $127,387-64.8% | $115,038-61.1% | $125,389-64.3% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | 1.43% | 31.28%-29.9pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,866 | $6,423-24.2% | $6,026-19.3% | $5,352-9.1% |
| Admin fee / account holder | $2,485 | $9,516-73.9% | $8,175-69.6% | $9,541-74.0% |