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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 | $32,807 | $99,345-67.0% | $84,753-61.3% | $273,972-88.0% |
| Participation rate | 36.8% | 80.7%-43.9pp | 76.6%-39.8pp | 83.0%-46.2pp |
| Annual return | 5.67% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,542 | $4,270-40.5% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $5,263 | $6,645-20.8% | $5,333-1.3% | $10,133-48.1% |