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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 | $32,861 | $65,364-49.7% | $92,909-64.6% | $72,975-55.0% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 24.06% | 42.11%-18.0pp | 109.44%-85.4pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,482 | $3,128-52.6% | $4,238-65.0% | $3,608-58.9% |
| Admin fee / account holder | $763 | $4,251-82.1% | $5,795-86.8% | $5,124-85.1% |