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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 | $35,546 | $60,442-41.2% | $96,754-63.3% | $87,485-59.4% |
| Participation rate | 26.7% | 58.7%-32.0pp | 70.3%-43.6pp | 68.9%-42.3pp |
| Annual return | 14.05% | 21.97%-7.9pp | 82.04%-68.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,900 | $3,280-42.1% | $4,758-60.1% | $4,274-55.6% |
| Admin fee / account holder | $3,383 | $5,069-33.3% | $8,905-62.0% | $7,775-56.5% |