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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 | $38,133 | $48,078-20.7% | $78,676-51.5% | $62,881-39.4% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.6%-18.0pp | 69.3%-13.7pp |
| Annual return | 5.38% | 31.36%-26.0pp | 62.19%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,056 | $2,587-20.5% | $3,517-41.5% | $3,203-35.8% |
| Admin fee / account holder | $6,516 | $3,206+103.3% | $4,510+44.5% | $4,296+51.7% |