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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 | $35,156 | $65,034-45.9% | $90,970-61.4% | $79,856-56.0% |
| Participation rate | 43.1% | 61.6%-18.6pp | 69.0%-26.0pp | 69.6%-26.6pp |
| Annual return | 12.99% | 30.45%-17.5pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,853 | $2,512-26.3% | $3,373-45.1% | $3,741-50.5% |
| Admin fee / account holder | $1,010 | $4,536-77.7% | $5,961-83.1% | $5,306-81.0% |