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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 | $40,891 | $78,015-47.6% | $178,505-77.1% | $80,959-49.5% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.7%-9.0pp |
| Annual return | 15.14% | 18.10%-3.0pp | 27.16%-12.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,202 | $4,406-27.3% | $6,280-49.0% | $4,300-25.5% |
| Admin fee / account holder | $771 | $7,160-89.2% | $10,428-92.6% | $6,925-88.9% |