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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 | $44,567 | $65,027-31.5% | $90,970-51.0% | $79,852-44.2% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.0%-24.2pp | 69.6%-24.8pp |
| Annual return | 11.38% | 30.45%-19.1pp | 134.58%-123.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,432 | $2,512+36.6% | $3,373+1.7% | $3,740-8.2% |
| Admin fee / account holder | $3,610 | $4,535-20.4% | $5,960-39.4% | $5,306-32.0% |