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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 | $49,351 | $106,864-53.8% | $147,318-66.5% | $82,637-40.3% |
| Participation rate | 49.0% | 75.5%-26.5pp | 82.1%-33.1pp | 68.1%-19.1pp |
| Annual return | 15.21% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,744 | $6,496-42.4% | $7,906-52.6% | $4,126-9.2% |
| Admin fee / account holder | $1,926 | $8,415-77.1% | $13,708-85.9% | $7,339-73.8% |