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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 | $46,354 | $90,400-48.7% | $186,193-75.1% | $87,485-47.0% |
| Participation rate | 44.8% | 66.2%-21.4pp | 77.1%-32.3pp | 68.9%-24.1pp |
| Annual return | 14.73% | 22.15%-7.4pp | 78.03%-63.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,233 | $4,330-48.4% | $6,513-65.7% | $4,274-47.7% |
| Admin fee / account holder | $8,388 | $8,673-3.3% | $11,058-24.1% | $7,775+7.9% |