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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 | $33,658 | $46,877-28.2% | $122,354-72.5% | $70,124-52.0% |
| Participation rate | 40.0% | 58.2%-18.2pp | 71.6%-31.6pp | 69.5%-29.5pp |
| Annual return | 13.88% | 24.22%-10.3pp | 30.28%-16.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,474 | $2,167-32.0% | $3,287-55.1% | $3,332-55.7% |
| Admin fee / account holder | $722 | $3,324-78.3% | $5,479-86.8% | $4,645-84.5% |