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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 | $41,303 | $91,179-54.7% | $178,499-76.9% | $79,852-48.3% |
| Participation rate | 55.7% | 69.2%-13.5pp | 81.9%-26.2pp | 69.6%-13.9pp |
| Annual return | 12.55% | 24.19%-11.6pp | 151.10%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,487 | $3,236-54.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $464 | $6,749-93.1% | $13,986-96.7% | $5,306-91.2% |