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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 | $43,141 | $91,179-52.7% | $178,499-75.8% | $79,852-46.0% |
| Participation rate | 52.1% | 69.2%-17.1pp | 81.9%-29.8pp | 69.6%-17.5pp |
| Annual return | 15.38% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,823 | $3,236-12.8% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $515 | $6,749-92.4% | $13,986-96.3% | $5,306-90.3% |