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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 | $40,919 | $77,358-47.1% | $102,184-60.0% | $87,485-53.2% |
| Participation rate | 25.0% | 78.7%-53.7pp | 82.6%-57.6pp | 68.9%-43.9pp |
| Annual return | 19.52% | 41.11%-21.6pp | 31.58%-12.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,098 | $6,753-54.1% | $8,309-62.7% | $4,274-27.5% |
| Admin fee / account holder | $1,214 | $6,809-82.2% | $11,609-89.5% | $7,775-84.4% |