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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 | $37,063 | $40,275-8.0% | $57,356-35.4% | $59,633-37.8% |
| Participation rate | 38.7% | 69.1%-30.4pp | 75.1%-36.4pp | 68.7%-30.0pp |
| Annual return | 1.67% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $803 | $2,400-66.5% | $3,162-74.6% | $3,192-74.8% |
| Admin fee / account holder | $347 | $2,820-87.7% | $3,357-89.7% | $4,297-91.9% |