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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 | $37,826 | $76,551-50.6% | $123,894-69.5% | $62,881-39.8% |
| Participation rate | 34.5% | 73.0%-38.5pp | 81.4%-46.9pp | 69.3%-34.8pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,296 | $4,840-52.6% | $5,984-61.6% | $3,203-28.3% |
| Admin fee / account holder | $4,572 | $4,826-5.3% | $8,357-45.3% | $4,296+6.4% |