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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 | $33,404 | $35,183-5.1% | $73,545-54.6% | $70,124-52.4% |
| Participation rate | 27.9% | 42.9%-15.0pp | 54.9%-27.0pp | 69.5%-41.6pp |
| Annual return | 13.11% | 26.90%-13.8pp | -15.16%+28.3pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,077 | $1,220-11.7% | $1,806-40.4% | $3,332-67.7% |
| Admin fee / account holder | $4,282 | $2,302+86.0% | $2,320+84.6% | $4,645-7.8% |