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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 | $39,321 | $54,541-27.9% | $78,778-50.1% | $70,126-43.9% |
| Participation rate | 46.8% | 60.8%-14.0pp | 69.2%-22.4pp | 69.5%-22.7pp |
| Annual return | 15.83% | 21.07%-5.2pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,588 | $2,210-28.1% | $2,958-46.3% | $3,332-52.3% |
| Admin fee / account holder | $2,065 | $3,709-44.3% | $5,134-59.8% | $4,645-55.6% |