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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 | $30,020 | $88,707-66.2% | $74,184-59.5% | $273,972-89.0% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 13.23% | 11.94%+1.3pp | 17.74%-4.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,449 | $4,212+5.6% | $3,550+25.3% | $5,287-15.9% |
| Admin fee / account holder | $2,813 | $8,717-67.7% | $5,586-49.6% | $10,133-72.2% |