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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 | $45,991 | $52,279-12.0% | $89,435-48.6% | $79,856-42.4% |
| Participation rate | 47.0% | 57.5%-10.6pp | 68.0%-21.0pp | 69.6%-22.7pp |
| Annual return | 12.81% | 22.16%-9.4pp | 245.55%-232.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,145 | $2,740-58.2% | $3,890-70.6% | $3,741-69.4% |
| Admin fee / account holder | $729 | $3,356-78.3% | $4,884-85.1% | $5,306-86.3% |