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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 | $40,812 | $65,361-37.6% | $92,903-56.1% | $72,983-44.1% |
| Participation rate | 57.6% | 68.3%-10.7pp | 76.0%-18.4pp | 69.5%-11.9pp |
| Annual return | 20.83% | 42.11%-21.3pp | 109.43%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,408 | $3,128-23.0% | $4,238-43.2% | $3,608-33.3% |
| Admin fee / account holder | $6,000 | $4,251+41.1% | $5,795+3.5% | $5,124+17.1% |