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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 | $47,302 | $91,179-48.1% | $178,499-73.5% | $79,852-40.8% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 12.51% | 24.19%-11.7pp | 151.10%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,777 | $3,236-45.1% | $5,202-65.8% | $3,740-52.5% |
| Admin fee / account holder | $3,327 | $6,749-50.7% | $13,986-76.2% | $5,306-37.3% |