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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 | $52,104 | $93,346-44.2% | $71,796-27.4% | $273,972-81.0% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 7.32% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,071 | $3,475-40.4% | $2,794-25.9% | $5,287-60.8% |
| Admin fee / account holder | $1,064 | $6,571-83.8% | $4,815-77.9% | $10,133-89.5% |