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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 | $40,714 | $80,992-49.7% | $96,534-57.8% | $75,173-45.8% |
| Participation rate | 52.5% | 71.8%-19.3pp | 76.0%-23.5pp | 67.2%-14.7pp |
| Annual return | 12.87% | 27.05%-14.2pp | 25.88%-13.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,204 | $3,929-18.4% | $4,851-33.9% | $4,126-22.3% |
| Admin fee / account holder | $3,426 | $6,717-49.0% | $8,253-58.5% | $5,651-39.4% |