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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 | $34,106 | $124,980-72.7% | $108,359-68.5% | $154,746-78.0% |
| Participation rate | 27.8% | 75.2%-47.4pp | 70.1%-42.3pp | 80.7%-52.9pp |
| Annual return | 15.11% | 45.00%-29.9pp | 36.89%-21.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,130 | $4,743-55.1% | $4,137-48.5% | $6,730-68.4% |
| Admin fee / account holder | $518 | $11,502-95.5% | $9,741-94.7% | $14,365-96.4% |