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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 | $45,667 | $84,236-45.8% | $170,439-73.2% | $70,124-34.9% |
| Participation rate | 45.2% | 70.8%-25.7pp | 83.6%-38.4pp | 69.5%-24.4pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.94%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,805 | $3,086-41.5% | $4,939-63.4% | $3,332-45.8% |
| Admin fee / account holder | $1,191 | $5,698-79.1% | $13,881-91.4% | $4,645-74.4% |