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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 | $47,633 | $91,167-47.8% | $178,498-73.3% | $79,858-40.4% |
| Participation rate | 55.6% | 69.2%-13.7pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 14.54% | 24.19%-9.6pp | 151.09%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,651 | $3,236-49.0% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $2,861 | $6,747-57.6% | $13,985-79.5% | $5,306-46.1% |