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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 | $35,242 | $43,749-19.4% | $158,223-77.7% | $65,306-46.0% |
| Participation rate | 46.4% | 56.9%-10.4pp | 79.2%-32.8pp | 57.7%-11.2pp |
| Annual return | 10.86% | 19.41%-8.5pp | 52.09%-41.2pp | 21.94%-11.1pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,411 | $2,019-30.1% | $5,467-74.2% | $2,959-52.3% |
| Admin fee / account holder | $5,836 | $1,930+202.4% | $16,047-63.6% | $3,480+67.7% |