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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 | $45,030 | $65,027-30.8% | $90,970-50.5% | $79,852-43.6% |
| Participation rate | 43.6% | 61.6%-18.0pp | 69.0%-25.4pp | 69.6%-26.0pp |
| Annual return | 16.22% | 30.45%-14.2pp | 134.58%-118.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,687 | $2,512-32.8% | $3,373-50.0% | $3,740-54.9% |
| Admin fee / account holder | $2,385 | $4,535-47.4% | $5,960-60.0% | $5,306-55.1% |