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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 | $36,038 | $81,504-55.8% | $102,437-64.8% | $80,959-55.5% |
| Participation rate | 39.7% | 66.9%-27.1pp | 74.5%-34.8pp | 67.7%-28.0pp |
| Annual return | 13.58% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,215 | $3,871+60.6% | $5,060+22.8% | $4,300+44.5% |
| Admin fee / account holder | $6,886 | $6,719+2.5% | $8,388-17.9% | $6,925-0.6% |