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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 | $39,263 | $72,492-45.8% | $87,102-54.9% | $72,983-46.2% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 19.25% | 24.46%-5.2pp | 28.19%-8.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,521 | $3,270-53.5% | $4,048-62.4% | $3,608-57.8% |
| Admin fee / account holder | $941 | $5,055-81.4% | $7,491-87.4% | $5,124-81.6% |