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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 | $42,533 | $62,592-32.0% | $85,709-50.4% | $85,847-50.5% |
| Participation rate | 34.9% | 61.1%-26.2pp | 69.9%-35.0pp | 69.3%-34.4pp |
| Annual return | 11.78% | 23.77%-12.0pp | 21.49%-9.7pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,420 | $2,802-49.3% | $3,924-63.8% | $3,952-64.1% |
| Admin fee / account holder | $4,645 | $4,643+0.1% | $6,876-32.4% | $6,261-25.8% |