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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 | $37,000 | $46,297-20.1% | $71,671-48.4% | $62,293-40.6% |
| Participation rate | 34.0% | 60.6%-26.7pp | 68.7%-34.8pp | 69.5%-35.5pp |
| Annual return | 17.21% | 22.32%-5.1pp | 20.65%-3.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,161 | $2,235-48.1% | $3,438-66.2% | $3,169-63.4% |
| Admin fee / account holder | $1,596 | $461+246.5% | $5,558-71.3% | $479+233.0% |