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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 | $40,337 | $56,287-28.3% | $80,977-50.2% | $62,881-35.9% |
| Participation rate | 51.4% | 68.9%-17.5pp | 75.8%-24.4pp | 69.3%-17.9pp |
| Annual return | 6.39% | 22.13%-15.7pp | 17.11%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,569 | $4,196-38.8% | $5,696-54.9% | $3,203-19.8% |
| Admin fee / account holder | $813 | $3,742-78.3% | $5,517-85.3% | $4,296-81.1% |