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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 | $94,436-46.8% | $115,599-56.5% | $82,637-39.2% |
| Participation rate | 34.3% | 70.4%-36.1pp | 74.3%-39.9pp | 68.1%-33.7pp |
| Annual return | 12.70% | 18.37%-5.7pp | 111.10%-98.4pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,874 | $3,955-52.6% | $4,889-61.7% | $4,126-54.6% |
| Admin fee / account holder | $2,540 | $10,328-75.4% | $12,841-80.2% | $7,339-65.4% |