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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 | $52,040 | $70,435-26.1% | $96,575-46.1% | $85,856-39.4% |
| Participation rate | 51.5% | 61.8%-10.3pp | 69.8%-18.3pp | 69.3%-17.8pp |
| Annual return | 15.83% | 18.59%-2.8pp | 37.79%-22.0pp | 318.58%-302.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,013 | $2,894+38.7% | $3,849+4.3% | $3,952+1.5% |
| Admin fee / account holder | $574 | $4,997-88.5% | $6,182-90.7% | $6,261-90.8% |