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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 | $36,448 | $72,492-49.7% | $87,102-58.2% | $72,983-50.1% |
| Participation rate | 27.5% | 72.8%-45.4pp | 76.9%-49.4pp | 69.5%-42.0pp |
| Annual return | 19.29% | 24.46%-5.2pp | 28.19%-8.9pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,532 | $3,270-53.2% | $4,048-62.2% | $3,608-57.5% |
| Admin fee / account holder | $407 | $5,055-92.0% | $7,491-94.6% | $5,124-92.1% |