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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 | $45,226 | $88,707-49.0% | $74,184-39.0% | $273,972-83.5% |
| Participation rate | 59.1% | 79.4%-20.4pp | 76.6%-17.5pp | 83.0%-23.9pp |
| Annual return | 11.91% | 11.94%0pp | 17.74%-5.8pp | 41.46%-29.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,969 | $4,212-29.5% | $3,550-16.4% | $5,287-43.8% |
| Admin fee / account holder | $2,102 | $8,717-75.9% | $5,586-62.4% | $10,133-79.3% |