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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 | $32,316 | $56,287-42.6% | $80,977-60.1% | $62,881-48.6% |
| Participation rate | 35.1% | 68.9%-33.8pp | 75.8%-40.7pp | 69.3%-34.2pp |
| Annual return | 8.87% | 22.13%-13.3pp | 17.11%-8.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,579 | $4,196-14.7% | $5,696-37.2% | $3,203+11.7% |
| Admin fee / account holder | $1,155 | $3,742-69.1% | $5,517-79.1% | $4,296-73.1% |