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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 | $38,530 | $81,476-52.7% | $102,383-62.4% | $80,925-52.4% |
| Participation rate | 37.0% | 66.8%-29.9pp | 74.5%-37.6pp | 67.7%-30.7pp |
| Annual return | 14.09% | 25.59%-11.5pp | 24.94%-10.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,516 | $3,871-9.2% | $5,060-30.5% | $4,299-18.2% |
| Admin fee / account holder | $977 | $6,717-85.4% | $8,391-88.4% | $6,940-85.9% |