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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 | $29,959 | $49,255-39.2% | $70,494-57.5% | $79,856-62.5% |
| Participation rate | 18.0% | 69.2%-51.1pp | 75.1%-57.0pp | 69.6%-51.6pp |
| Annual return | 15.76% | 30.10%-14.3pp | 109.16%-93.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,201 | $2,768-56.6% | $3,711-67.6% | $3,741-67.9% |
| Admin fee / account holder | $2,555 | $2,879-11.3% | $3,848-33.6% | $5,306-51.8% |