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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 | $54,721 | $103,393-47.1% | $87,103-37.2% | $152,909-64.2% |
| Participation rate | 52.4% | 79.4%-27.0pp | 76.9%-24.5pp | 82.5%-30.1pp |
| Annual return | 22.52% | 28.10%-5.6pp | 28.19%-5.7pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,540 | $4,778-67.8% | $4,049-62.0% | $5,851-73.7% |
| Admin fee / account holder | $4,063 | $12,195-66.7% | $7,491-45.8% | $11,601-65.0% |