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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 | $30,654 | $65,027-52.9% | $90,970-66.3% | $79,852-61.6% |
| Participation rate | 47.5% | 61.6%-14.1pp | 69.0%-21.5pp | 69.6%-22.1pp |
| Annual return | 11.22% | 30.45%-19.2pp | 134.58%-123.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,147 | $2,512-54.3% | $3,373-66.0% | $3,740-69.3% |
| Admin fee / account holder | $1,774 | $4,535-60.9% | $5,960-70.2% | $5,306-66.6% |