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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 | $33,726 | $62,672-46.2% | $185,117-81.8% | $70,126-51.9% |
| Participation rate | 41.5% | 63.8%-22.3pp | 77.3%-35.8pp | 69.5%-28.1pp |
| Annual return | 16.42% | 40.79%-24.4pp | 40.50%-24.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,355 | $3,272-28.0% | $5,045-53.3% | $3,332-29.3% |
| Admin fee / account holder | $2,962 | $3,932-24.7% | $8,159-63.7% | $4,645-36.2% |