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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 | $45,116 | $87,733-48.6% | $106,555-57.7% | $85,847-47.4% |
| Participation rate | 45.5% | 71.9%-26.5pp | 76.1%-30.7pp | 69.3%-23.9pp |
| Annual return | 12.20% | 21.86%-9.7pp | 26.80%-14.6pp | 318.61%-306.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,821 | $3,469-47.5% | $4,399-58.6% | $3,952-53.9% |
| Admin fee / account holder | $3,687 | $6,767-45.5% | $7,408-50.2% | $6,261-41.1% |