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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 | $45,770 | $71,197-35.7% | $93,669-51.1% | $80,925-43.4% |
| Participation rate | 39.7% | 60.4%-20.7pp | 68.7%-29.0pp | 67.7%-27.9pp |
| Annual return | 10.68% | 11.27%-0.6pp | 133.59%-122.9pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,368 | $4,036-41.3% | $4,416-46.4% | $4,299-44.9% |
| Admin fee / account holder | $1,391 | $6,959-80.0% | $8,291-83.2% | $6,940-80.0% |