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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 | $46,256 | $47,105-1.8% | $68,368-32.3% | $67,986-32.0% |
| Participation rate | 42.2% | 51.8%-9.5pp | 73.8%-31.5pp | 57.2%-15.0pp |
| Annual return | 17.38% | 48.37%-31.0pp | 292.57%-275.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,952 | $2,374-17.8% | $4,123-52.7% | $3,358-41.9% |
| Admin fee / account holder | $1,098 | $2,435-54.9% | $5,150-78.7% | $3,203-65.7% |