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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 | $40,661 | $73,955-45.0% | $96,520-57.9% | $75,181-45.9% |
| Participation rate | 46.9% | 66.4%-19.5pp | 74.3%-27.4pp | 67.2%-20.3pp |
| Annual return | 15.83% | 26.72%-10.9pp | 35.72%-19.9pp | 160.69%-144.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,630 | $3,659-55.5% | $4,879-66.6% | $4,126-60.5% |
| Admin fee / account holder | $1,591 | $5,217-69.5% | $6,733-76.4% | $5,650-71.8% |