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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 | $43,909 | $81,331-46.0% | $155,534-71.8% | $80,935-45.7% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 14.75% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,204 | $3,454-65.1% | $5,630-78.6% | $4,299-72.0% |
| Admin fee / account holder | $1,550 | $7,999-80.6% | $15,900-90.2% | $6,924-77.6% |