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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 | $45,934 | $78,423-41.4% | $95,964-52.1% | $79,856-42.5% |
| Participation rate | 36.5% | 73.5%-37.0pp | 77.1%-40.6pp | 69.6%-33.2pp |
| Annual return | 17.40% | 19.37%-2.0pp | 91.64%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,942 | $3,440-43.5% | $4,167-53.4% | $3,741-48.1% |
| Admin fee / account holder | $495 | $5,622-91.2% | $6,797-92.7% | $5,306-90.7% |