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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 | $45,770 | $71,230-35.7% | $93,727-51.2% | $80,959-43.5% |
| Participation rate | 39.7% | 60.4%-20.7pp | 68.7%-29.0pp | 67.7%-27.9pp |
| Annual return | 10.68% | 11.26%-0.6pp | 133.83%-123.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,368 | $4,037-41.4% | $4,417-46.4% | $4,300-44.9% |
| Admin fee / account holder | $1,391 | $6,961-80.0% | $8,292-83.2% | $6,925-79.9% |