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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 | $31,338 | $79,557-60.6% | $118,746-73.6% | $70,126-55.3% |
| Participation rate | 46.2% | 71.4%-25.2pp | 78.3%-32.1pp | 69.5%-23.4pp |
| Annual return | 14.19% | 25.64%-11.4pp | 24.54%-10.3pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,812 | $4,089-55.7% | $5,332-66.0% | $3,332-45.6% |
| Admin fee / account holder | $2,919 | $5,374-45.7% | $10,720-72.8% | $4,645-37.2% |