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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 | $42,539 | $45,343-6.2% | $150,298-71.7% | $67,986-37.4% |
| Participation rate | 12.8% | 51.9%-39.1pp | 77.8%-65.0pp | 57.2%-44.4pp |
| Annual return | 15.18% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,033 | $2,055-49.7% | $5,453-81.0% | $3,358-69.2% |
| Admin fee / account holder | $1,145 | $2,250-49.1% | $14,116-91.9% | $3,203-64.3% |