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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 | $55,558 | $84,236-34.0% | $170,435-67.4% | $70,126-20.8% |
| Participation rate | 45.2% | 70.8%-25.7pp | 83.6%-38.4pp | 69.5%-24.4pp |
| Annual return | 15.00% | 23.06%-8.1pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,649 | $3,086-14.2% | $4,939-46.4% | $3,332-20.5% |
| Admin fee / account holder | $483 | $5,698-91.5% | $13,881-96.5% | $4,645-89.6% |