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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 | $35,212 | $45,043-21.8% | $63,005-44.1% | $70,124-49.8% |
| Participation rate | 46.6% | 69.5%-23.0pp | 74.8%-28.3pp | 69.5%-23.0pp |
| Annual return | 14.25% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,646 | $2,466-33.3% | $3,329-50.6% | $3,332-50.6% |
| Admin fee / account holder | $8,515 | $2,833+200.5% | $3,599+136.6% | $4,645+83.3% |