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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 | $35,009 | $70,486-50.3% | $100,535-65.2% | $79,856-56.2% |
| Participation rate | 55.4% | 73.6%-18.3pp | 79.4%-24.1pp | 69.6%-14.3pp |
| Annual return | 15.36% | 21.90%-6.5pp | 30.90%-15.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,116 | $5,182-39.9% | $6,271-50.3% | $3,741-16.7% |
| Admin fee / account holder | $3,692 | $4,480-17.6% | $8,085-54.3% | $5,306-30.4% |