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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 | $48,707 | $52,279-6.8% | $89,435-45.5% | $79,856-39.0% |
| Participation rate | 26.7% | 57.5%-30.9pp | 68.0%-41.3pp | 69.6%-43.0pp |
| Annual return | 16.67% | 22.16%-5.5pp | 245.55%-228.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,579 | $2,740-42.4% | $3,890-59.4% | $3,741-57.8% |
| Admin fee / account holder | $1,856 | $3,356-44.7% | $4,884-62.0% | $5,306-65.0% |