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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 | $50,682 | $91,179-44.4% | $178,499-71.6% | $79,852-36.5% |
| Participation rate | 28.1% | 69.2%-41.1pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 14.09% | 24.19%-10.1pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,786 | $3,236-44.8% | $5,202-65.7% | $3,740-52.2% |
| Admin fee / account holder | $3,537 | $6,749-47.6% | $13,986-74.7% | $5,306-33.3% |