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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 | $32,886 | $77,574-57.6% | $108,753-69.8% | $86,983-62.2% |
| Participation rate | 32.4% | 62.3%-29.9pp | 71.1%-38.7pp | 69.5%-37.2pp |
| Annual return | 16.11% | 18.42%-2.3pp | 37.47%-21.4pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,184 | $3,128-30.2% | $4,115-46.9% | $4,194-47.9% |
| Admin fee / account holder | $1,546 | $6,529-76.3% | $10,320-85.0% | $7,856-80.3% |