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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 | $36,189 | $91,559-60.5% | $133,978-73.0% | $79,856-54.7% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 13.96% | 61.85%-47.9pp | 45.10%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,213 | $3,734-40.7% | $5,047-56.2% | $3,741-40.8% |
| Admin fee / account holder | $497 | $6,321-92.1% | $8,930-94.4% | $5,306-90.6% |