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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 | $39,129 | $49,138-20.4% | $84,020-53.4% | $65,185-40.0% |
| Participation rate | 41.3% | 60.7%-19.4pp | 69.0%-27.7pp | 70.2%-28.9pp |
| Annual return | 21.76% | 23.00%-1.2pp | 71.31%-49.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,164 | $2,397-51.4% | $3,239-64.1% | $3,514-66.9% |
| Admin fee / account holder | $2,580 | $543+374.9% | $6,101-57.7% | $847+204.6% |