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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 | $36,980 | $65,367-43.4% | $92,915-60.2% | $72,976-49.3% |
| Participation rate | 62.2% | 68.3%-6.1pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 19.64% | 42.11%-22.5pp | 109.45%-89.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,883 | $3,128-39.8% | $4,238-55.6% | $3,608-47.8% |
| Admin fee / account holder | $864 | $4,251-79.7% | $5,796-85.1% | $5,124-83.1% |