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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 | $45,484 | $48,364-6.0% | $71,796-36.6% | $62,881-27.7% |
| Participation rate | 45.0% | 60.6%-15.6pp | 69.1%-24.1pp | 69.3%-24.3pp |
| Annual return | 8.27% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,890 | $2,091-9.6% | $2,794-32.4% | $3,203-41.0% |
| Admin fee / account holder | $1,658 | $3,771-56.0% | $4,815-65.6% | $4,296-61.4% |