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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 | $45,840 | $86,298-46.9% | $111,308-58.8% | $85,847-46.6% |
| Participation rate | 54.2% | 73.3%-19.1pp | 77.3%-23.1pp | 69.3%-15.1pp |
| Annual return | 20.83% | 19.99%+0.8pp | 54.67%-33.8pp | 318.61%-297.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,683 | $3,641-53.8% | $4,487-62.5% | $3,952-57.4% |
| Admin fee / account holder | $1,476 | $8,189-82.0% | $7,965-81.5% | $6,261-76.4% |