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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 | $33,669 | $65,367-48.5% | $92,915-63.8% | $72,976-53.9% |
| Participation rate | 63.7% | 68.3%-4.6pp | 76.0%-12.3pp | 69.5%-5.8pp |
| Annual return | 40.01% | 42.11%-2.1pp | 109.45%-69.4pp | 81.02%-41.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,151 | $3,128-31.2% | $4,238-49.3% | $3,608-40.4% |
| Admin fee / account holder | $993 | $4,251-76.7% | $5,796-82.9% | $5,124-80.6% |