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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 | $40,057 | $55,713-28.1% | $75,901-47.2% | $72,975-45.1% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.3%-37.7pp | 69.5%-37.9pp |
| Annual return | 21.97% | 27.60%-5.6pp | 30.76%-8.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,786 | $2,634-32.2% | $3,603-50.4% | $3,608-50.5% |
| Admin fee / account holder | $4,900 | $3,980+23.1% | $5,420-9.6% | $5,124-4.4% |