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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 | $46,127 | $78,690-41.4% | $161,489-71.4% | $87,485-47.3% |
| Participation rate | 23.1% | 67.5%-44.4pp | 78.7%-55.6pp | 68.9%-45.9pp |
| Annual return | 19.48% | 32.74%-13.3pp | 89.72%-70.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,346 | $3,311+1.1% | $5,630-40.6% | $4,274-21.7% |
| Admin fee / account holder | $654 | $6,724-90.3% | $16,006-95.9% | $7,775-91.6% |