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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 | $48,717 | $52,380-7.0% | $98,775-50.7% | $85,847-43.3% |
| Participation rate | 47.1% | 58.0%-10.9pp | 65.7%-18.7pp | 69.3%-22.3pp |
| Annual return | 13.99% | 25.82%-11.8pp | 49.92%-35.9pp | 318.61%-304.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,018 | $2,101-51.6% | $3,035-66.5% | $3,952-74.2% |
| Admin fee / account holder | $1,381 | $3,865-64.3% | $4,076-66.1% | $6,261-77.9% |