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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 | $51,423 | $69,977-26.5% | $108,582-52.6% | $62,881-18.2% |
| Participation rate | 60.4% | 72.9%-12.5pp | 79.6%-19.2pp | 69.3%-8.9pp |
| Annual return | 5.00% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,865 | $3,165-41.1% | $4,311-56.7% | $3,203-41.8% |
| Admin fee / account holder | $1,924 | $5,076-62.1% | $7,645-74.8% | $4,296-55.2% |