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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 | $71,230-34.6% | $93,727-50.3% | $80,959-42.4% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 11.23% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,423 | $4,037-40.0% | $4,417-45.1% | $4,300-43.6% |
| Admin fee / account holder | $3,658 | $6,961-47.4% | $8,292-55.9% | $6,925-47.2% |