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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 | $36,263 | $57,140-36.5% | $85,240-57.5% | $80,959-55.2% |
| Participation rate | 14.3% | 56.4%-42.1pp | 67.5%-53.2pp | 67.7%-53.4pp |
| Annual return | 16.87% | 21.71%-4.8pp | 66.75%-49.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,687 | $3,115-45.9% | $4,527-62.7% | $4,300-60.8% |
| Admin fee / account holder | $10,016 | $4,992+100.7% | $6,165+62.5% | $6,925+44.6% |