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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 | $49,909 | $52,580-5.1% | $71,671-30.4% | $70,126-28.8% |
| Participation rate | 37.9% | 60.9%-22.9pp | 68.7%-30.8pp | 69.5%-31.6pp |
| Annual return | 13.83% | 20.25%-6.4pp | 20.65%-6.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,062 | $2,386-55.5% | $3,438-69.1% | $3,332-68.1% |
| Admin fee / account holder | $6,322 | $3,653+73.1% | $5,558+13.7% | $4,645+36.1% |