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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 | $53,358 | $91,179-41.5% | $178,499-70.1% | $79,852-33.2% |
| Participation rate | 39.5% | 69.2%-29.7pp | 81.9%-42.5pp | 69.6%-30.2pp |
| Annual return | 17.47% | 24.19%-6.7pp | 151.10%-133.6pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,145 | $3,236-64.6% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $5,231 | $6,749-22.5% | $13,986-62.6% | $5,306-1.4% |