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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 | $41,040 | $45,082-9.0% | $69,464-40.9% | $72,975-43.8% |
| Participation rate | 45.5% | 68.5%-23.0pp | 74.6%-29.1pp | 69.5%-24.0pp |
| Annual return | 0.00% | 22.66%-22.7pp | 28.98%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $505 | $2,055-75.4% | $2,779-81.8% | $2,440-79.3% |
| Participant deferral / active EE | $949 | $2,604-63.6% | $3,536-73.2% | $3,608-73.7% |
| Admin fee / account holder | $737 | $3,057-75.9% | $3,840-80.8% | $5,124-85.6% |