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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 | $53,206 | $78,423-32.2% | $95,964-44.6% | $79,856-33.4% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 11.90% | 19.37%-7.5pp | 91.64%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,879 | $3,440-45.4% | $4,167-54.9% | $3,741-49.8% |
| Admin fee / account holder | $1,327 | $5,622-76.4% | $6,797-80.5% | $5,306-75.0% |