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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 | $42,194 | $86,050-51.0% | $189,758-77.8% | $94,015-55.1% |
| Participation rate | 40.3% | 68.9%-28.6pp | 79.8%-39.5pp | 70.8%-30.6pp |
| Annual return | 10.93% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,314 | $3,349-60.8% | $5,856-77.6% | $4,249-69.1% |
| Admin fee / account holder | $1,533 | $6,627-76.9% | $20,388-92.5% | $8,951-82.9% |