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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 | $35,381 | $45,126-21.6% | $85,187-58.5% | $74,459-52.5% |
| Participation rate | 36.5% | 49.4%-12.8pp | 67.5%-31.0pp | 67.2%-30.7pp |
| Annual return | 13.57% | 26.30%-12.7pp | 66.67%-53.1pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,197 | $2,738-19.8% | $4,525-51.4% | $4,350-49.5% |
| Admin fee / account holder | $2,823 | $2,212+27.6% | $6,162-54.2% | $1,945+45.2% |