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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 | $36,944 | $47,944-22.9% | $67,834-45.5% | $62,881-41.2% |
| Participation rate | 53.2% | 61.1%-7.9pp | 68.8%-15.6pp | 69.3%-16.1pp |
| Annual return | 9.22% | 11.77%-2.5pp | 138.47%-129.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,952 | $2,247-13.1% | $3,160-38.2% | $3,203-39.1% |
| Admin fee / account holder | $462 | $3,712-87.5% | $4,622-90.0% | $4,296-89.2% |