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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 | $35,279 | $62,586-43.6% | $76,766-54.0% | $64,181-45.0% |
| Participation rate | 43.1% | 72.8%-29.7pp | 77.0%-33.9pp | 69.6%-26.5pp |
| Annual return | 10.83% | -1.95%+12.8pp | 2.43%+8.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,450 | $3,145-22.1% | $3,851-36.4% | $3,470-29.4% |
| Admin fee / account holder | $478 | $4,667-89.8% | $6,675-92.8% | $4,887-90.2% |