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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 | $40,983 | $86,949-52.9% | $102,460-60.0% | $80,959-49.4% |
| Participation rate | 39.3% | 72.4%-33.1pp | 76.5%-37.2pp | 67.7%-28.4pp |
| Annual return | 10.85% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,396 | $4,121-17.6% | $5,056-32.8% | $4,300-21.0% |
| Admin fee / account holder | $1,494 | $8,048-81.4% | $9,460-84.2% | $6,925-78.4% |