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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 | $49,362 | $88,672-44.3% | $105,223-53.1% | $82,448-40.1% |
| Participation rate | 39.4% | 67.9%-28.5pp | 75.0%-35.7pp | 68.1%-28.7pp |
| Annual return | 21.38% | 30.86%-9.5pp | 180.65%-159.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,931 | $4,036-27.4% | $5,072-42.2% | $4,139-29.2% |
| Admin fee / account holder | $5,596 | $7,146-21.7% | $8,859-36.8% | $7,234-22.6% |