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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 | $33,423 | $57,140-41.5% | $85,240-60.8% | $80,959-58.7% |
| Participation rate | 20.4% | 56.4%-36.0pp | 67.5%-47.1pp | 67.7%-47.3pp |
| Annual return | 12.54% | 21.71%-9.2pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,693 | $3,115-13.6% | $4,527-40.5% | $4,300-37.4% |
| Admin fee / account holder | $2,343 | $4,992-53.1% | $6,165-62.0% | $6,925-66.2% |