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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 | $41,528 | $88,360-53.0% | $145,433-71.4% | $67,986-38.9% |
| Participation rate | 31.7% | 65.5%-33.8pp | 82.1%-50.5pp | 57.2%-25.6pp |
| Annual return | 15.40% | 63.15%-47.8pp | 66.58%-51.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,804 | $5,932-52.7% | $7,897-64.5% | $3,358-16.5% |
| Admin fee / account holder | $3,032 | $3,313-8.5% | $13,129-76.9% | $3,203-5.3% |