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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 | $50,547 | $78,690-35.8% | $161,489-68.7% | $87,485-42.2% |
| Participation rate | 54.1% | 67.5%-13.4pp | 78.7%-24.6pp | 68.9%-14.9pp |
| Annual return | 13.66% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,873 | $3,311-13.2% | $5,630-49.0% | $4,274-32.8% |
| Admin fee / account holder | $1,100 | $6,724-83.6% | $16,006-93.1% | $7,775-85.8% |