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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 | $46,597 | $71,057-34.4% | $93,654-50.2% | $80,874-42.4% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 11.23% | 11.26%0pp | 133.34%-122.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,423 | $4,034-39.9% | $4,413-45.1% | $4,297-43.6% |
| Admin fee / account holder | $3,658 | $6,944-47.3% | $8,282-55.8% | $6,935-47.3% |