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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 | $45,196 | $72,269-37.5% | $101,271-55.4% | $79,852-43.4% |
| Participation rate | 40.3% | 68.5%-28.2pp | 75.8%-35.5pp | 69.6%-29.4pp |
| Annual return | 19.15% | 22.29%-3.1pp | 46.48%-27.3pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,157 | $3,282-3.8% | $4,371-27.8% | $3,740-15.6% |
| Admin fee / account holder | $823 | $4,401-81.3% | $5,948-86.2% | $5,306-84.5% |