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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 | $37,382 | $106,749-65.0% | $145,433-74.3% | $82,448-54.7% |
| Participation rate | 54.1% | 75.6%-21.6pp | 82.1%-28.1pp | 68.1%-14.0pp |
| Annual return | 16.15% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,662 | $6,519-59.2% | $7,897-66.3% | $4,139-35.7% |
| Admin fee / account holder | $691 | $8,390-91.8% | $13,129-94.7% | $7,234-90.4% |