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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 | $46,519 | $58,828-20.9% | $78,002-40.4% | $62,881-26.0% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 5.48% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,978 | $2,686+10.9% | $3,497-14.8% | $3,203-7.0% |
| Admin fee / account holder | $325 | $4,393-92.6% | $5,481-94.1% | $4,296-92.4% |