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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 | $42,264 | $45,050-6.2% | $63,018-32.9% | $70,126-39.7% |
| Participation rate | 42.4% | 69.5%-27.1pp | 74.8%-32.4pp | 69.5%-27.1pp |
| Annual return | 11.75% | 18.76%-7.0pp | 87.62%-75.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,006 | $2,466-18.6% | $3,330-39.7% | $3,332-39.8% |
| Admin fee / account holder | $2,769 | $2,834-2.3% | $3,601-23.1% | $4,645-40.4% |