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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 | $41,911 | $78,423-46.6% | $95,964-56.3% | $79,856-47.5% |
| Participation rate | 40.6% | 73.5%-32.9pp | 77.1%-36.5pp | 69.6%-29.0pp |
| Annual return | 17.43% | 19.37%-1.9pp | 91.64%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,694 | $3,440-50.8% | $4,167-59.3% | $3,741-54.7% |
| Admin fee / account holder | $1,384 | $5,622-75.4% | $6,797-79.6% | $5,306-73.9% |