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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 | $52,571 | $78,425-33.0% | $95,956-45.2% | $79,858-34.2% |
| Participation rate | 40.4% | 73.5%-33.1pp | 77.1%-36.7pp | 69.6%-29.3pp |
| Annual return | 11.65% | 19.37%-7.7pp | 91.63%-80.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,258 | $3,440-34.4% | $4,167-45.8% | $3,740-39.6% |
| Admin fee / account holder | $1,126 | $5,622-80.0% | $6,797-83.4% | $5,306-78.8% |