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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 | $42,765 | $55,889-23.5% | $76,119-43.8% | $80,935-47.2% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 12.04% | 20.58%-8.5pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,285 | $3,051-57.9% | $4,259-69.8% | $4,299-70.1% |
| Admin fee / account holder | $2,833 | $5,241-45.9% | $6,421-55.9% | $6,924-59.1% |