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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 | $54,118 | $90,509-40.2% | $78,693-31.2% | $273,968-80.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.65% | 75.61%-69.0pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,094 | $3,901-72.0% | $3,517-68.9% | $5,287-79.3% |
| Admin fee / account holder | $2,020 | $5,264-61.6% | $4,511-55.2% | $10,132-80.1% |