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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 | $33,420 | $77,814-57.1% | $158,223-78.9% | $86,983-61.6% |
| Participation rate | 47.2% | 68.4%-21.2pp | 79.2%-32.0pp | 69.5%-22.4pp |
| Annual return | 12.13% | 30.54%-18.4pp | 52.09%-40.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,393 | $3,270-57.4% | $5,467-74.5% | $4,194-66.8% |
| Admin fee / account holder | $2,746 | $5,879-53.3% | $16,047-82.9% | $7,856-65.1% |