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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 | $30,848 | $77,814-60.4% | $158,223-80.5% | $86,983-64.5% |
| Participation rate | 58.1% | 68.4%-10.3pp | 79.2%-21.1pp | 69.5%-11.4pp |
| Annual return | 14.77% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,131 | $3,270-65.4% | $5,467-79.3% | $4,194-73.0% |
| Admin fee / account holder | $1,682 | $5,879-71.4% | $16,047-89.5% | $7,856-78.6% |