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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 | $38,021 | $52,580-27.7% | $71,671-47.0% | $70,126-45.8% |
| Participation rate | 46.7% | 60.9%-14.1pp | 68.7%-22.0pp | 69.5%-22.8pp |
| Annual return | 14.77% | 20.25%-5.5pp | 20.65%-5.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,226 | $2,386-6.7% | $3,438-35.3% | $3,332-33.2% |
| Admin fee / account holder | $1,904 | $3,653-47.9% | $5,558-65.8% | $4,645-59.0% |