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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 | $40,911 | $72,177-43.3% | $115,037-64.4% | $59,633-31.4% |
| Participation rate | 34.4% | 72.6%-38.2pp | 81.4%-47.0pp | 68.7%-34.3pp |
| Annual return | 7.47% | 12.02%-4.6pp | 26.14%-18.7pp | 2041.40%-2033.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,619 | $4,783-45.3% | $6,026-56.5% | $3,192-18.0% |
| Admin fee / account holder | $1,095 | $4,927-77.8% | $8,175-86.6% | $4,297-74.5% |