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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 | $33,434 | $76,834-56.5% | $108,359-69.1% | $87,485-61.8% |
| Participation rate | 59.1% | 61.7%-2.6pp | 70.1%-11.0pp | 68.9%-9.8pp |
| Annual return | 16.44% | 19.09%-2.6pp | 36.89%-20.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,030 | $3,100-34.5% | $4,137-50.9% | $4,274-52.5% |
| Admin fee / account holder | $3,956 | $6,537-39.5% | $9,741-59.4% | $7,775-49.1% |