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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 | $42,648 | $53,128-19.7% | $86,581-50.7% | $70,124-39.2% |
| Participation rate | 58.6% | 65.3%-6.7pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 21.65% | 27.66%-6.0pp | 965.06%-943.4pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,000 | $2,695-25.8% | $3,609-44.6% | $3,332-40.0% |
| Admin fee / account holder | $801 | $3,584-77.6% | $4,904-83.7% | $4,645-82.8% |