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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 | $33,933 | $72,027-52.9% | $185,835-81.7% | $79,852-57.5% |
| Participation rate | 41.2% | 65.8%-24.6pp | 78.0%-36.9pp | 69.6%-28.5pp |
| Annual return | 12.92% | 23.13%-10.2pp | 35.96%-23.0pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,454 | $3,780-61.5% | $5,633-74.2% | $3,740-61.1% |
| Admin fee / account holder | $2,966 | $4,513-34.3% | $9,502-68.8% | $5,306-44.1% |