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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 | $64,573 | $78,428-17.7% | $95,960-32.7% | $79,852-19.1% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 13.55% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,659 | $3,440-22.7% | $4,167-36.2% | $3,740-28.9% |
| Admin fee / account holder | $2,144 | $5,622-61.9% | $6,797-68.5% | $5,306-59.6% |