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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 | $50,243 | $94,031-46.6% | $115,768-56.6% | $82,448-39.1% |
| Participation rate | 34.3% | 70.4%-36.1pp | 74.4%-40.1pp | 68.1%-33.7pp |
| Annual return | 12.70% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,874 | $3,972-52.8% | $4,917-61.9% | $4,139-54.7% |
| Admin fee / account holder | $2,540 | $10,249-75.2% | $12,439-79.6% | $7,234-64.9% |