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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 | $52,134 | $65,361-20.2% | $92,903-43.9% | $72,983-28.6% |
| Participation rate | 36.6% | 68.3%-31.7pp | 76.0%-39.4pp | 69.5%-32.9pp |
| Annual return | 20.05% | 42.11%-22.1pp | 109.43%-89.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,364 | $3,128-24.4% | $4,238-44.2% | $3,608-34.5% |
| Admin fee / account holder | $531 | $4,251-87.5% | $5,795-90.8% | $5,124-89.6% |