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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 | $37,991 | $45,041-15.7% | $63,003-39.7% | $70,131-45.8% |
| Participation rate | 11.5% | 69.5%-58.0pp | 74.8%-63.3pp | 69.5%-58.1pp |
| Annual return | 17.08% | 18.76%-1.7pp | 87.59%-70.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $768 | $2,465-68.8% | $3,329-76.9% | $3,332-76.9% |
| Admin fee / account holder | $1,798 | $2,836-36.6% | $3,600-50.1% | $4,645-61.3% |