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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 | $34,558 | $69,977-50.6% | $108,582-68.2% | $62,881-45.0% |
| Participation rate | 45.0% | 72.9%-27.9pp | 79.6%-34.6pp | 69.3%-24.3pp |
| Annual return | 8.22% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,807 | $3,165-42.9% | $4,311-58.1% | $3,203-43.6% |
| Admin fee / account holder | $3,992 | $5,076-21.4% | $7,645-47.8% | $4,296-7.1% |