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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 | $32,095 | $83,485-61.6% | $125,180-74.4% | $72,983-56.0% |
| Participation rate | 36.4% | 73.3%-36.9pp | 79.8%-43.4pp | 69.5%-33.1pp |
| Annual return | 22.59% | 25.78%-3.2pp | 43.79%-21.2pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,901 | $3,586-19.1% | $4,937-41.3% | $3,608-19.6% |
| Admin fee / account holder | $1,879 | $5,518-65.9% | $9,703-80.6% | $5,124-63.3% |