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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 | $47,914 | $87,106-45.0% | $105,607-54.6% | $80,935-40.8% |
| Participation rate | 32.8% | 70.4%-37.7pp | 75.3%-42.5pp | 67.7%-34.9pp |
| Annual return | 14.47% | 17.01%-2.5pp | 116.11%-101.6pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,711 | $3,986-57.1% | $5,011-65.9% | $4,299-60.2% |
| Admin fee / account holder | $2,978 | $8,447-64.7% | $10,958-72.8% | $6,924-57.0% |