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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 | $47,249 | $80,983-41.7% | $96,544-51.1% | $75,177-37.2% |
| Participation rate | 28.1% | 71.8%-43.7pp | 76.0%-47.9pp | 67.2%-39.1pp |
| Annual return | 16.21% | 27.05%-10.8pp | 25.88%-9.7pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,161 | $3,929-45.0% | $4,851-55.5% | $4,126-47.6% |
| Admin fee / account holder | $2,917 | $6,717-56.6% | $8,254-64.7% | $5,651-48.4% |