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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 | $39,919 | $83,337-52.1% | $67,834-41.2% | $273,972-85.4% |
| Participation rate | 43.8% | 76.4%-32.7pp | 68.8%-25.0pp | 83.0%-39.3pp |
| Annual return | 7.07% | 259.45%-252.4pp | 138.47%-131.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,184 | $4,088-46.6% | $3,160-30.9% | $5,287-58.7% |
| Admin fee / account holder | $2,400 | $6,752-64.5% | $4,622-48.1% | $10,133-76.3% |