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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 | $34,925 | $123,155-71.6% | $108,753-67.9% | $155,188-77.5% |
| Participation rate | 47.6% | 75.6%-28.0pp | 71.1%-23.5pp | 80.8%-33.2pp |
| Annual return | 13.16% | 44.73%-31.6pp | 37.47%-24.3pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,802 | $4,623-61.0% | $4,115-56.2% | $6,531-72.4% |
| Admin fee / account holder | $5,120 | $12,126-57.8% | $10,320-50.4% | $14,480-64.6% |