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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 | $45,493 | $54,763-16.9% | $90,324-49.6% | $72,976-37.7% |
| Participation rate | 46.7% | 65.2%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 20.11% | 30.63%-10.5pp | 78.15%-58.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,451 | $2,887-49.7% | $3,885-62.7% | $3,608-59.8% |
| Admin fee / account holder | $545 | $3,973-86.3% | $5,356-89.8% | $5,124-89.4% |