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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 | $38,573 | $57,590-33.0% | $86,233-55.3% | $82,448-53.2% |
| Participation rate | 28.6% | 57.9%-29.3pp | 69.0%-40.4pp | 68.1%-39.5pp |
| Annual return | 13.89% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,171 | $3,080+3.0% | $4,559-30.5% | $4,139-23.4% |
| Admin fee / account holder | $1,997 | $4,730-57.8% | $8,342-76.1% | $7,234-72.4% |