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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 | $48,342 | $62,592-22.8% | $85,693-43.6% | $85,856-43.7% |
| Participation rate | 53.3% | 61.1%-7.8pp | 69.9%-16.5pp | 69.3%-16.0pp |
| Annual return | 13.13% | 23.77%-10.6pp | 21.49%-8.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,452 | $2,802-12.5% | $3,923-37.5% | $3,952-38.0% |
| Admin fee / account holder | $3,639 | $4,643-21.6% | $6,874-47.1% | $6,261-41.9% |