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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 | $86,919-52.8% | $102,457-60.0% | $80,911-49.3% |
| Participation rate | 39.3% | 72.4%-33.1pp | 76.5%-37.2pp | 67.6%-28.4pp |
| Annual return | 10.85% | 18.90%-8.0pp | 29.41%-18.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,396 | $4,119-17.5% | $5,054-32.8% | $4,297-21.0% |
| Admin fee / account holder | $1,494 | $8,049-81.4% | $9,451-84.2% | $6,935-78.5% |