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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 | $49,414 | $76,383-35.3% | $121,663-59.4% | $64,340-23.2% |
| Participation rate | 51.4% | 60.4%-9.1pp | 74.5%-23.1pp | 55.2%-3.9pp |
| Annual return | 13.88% | 16.98%-3.1pp | 147.54%-133.7pp | 24.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,240 | $3,149-28.9% | $4,887-54.2% | $2,980-24.8% |
| Admin fee / account holder | $3,012 | $4,142-27.3% | $14,289-78.9% | $3,703-18.7% |