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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 | $32,083 | $60,349-46.8% | $74,184-56.8% | $62,881-49.0% |
| Participation rate | 32.6% | 72.7%-40.1pp | 76.6%-44.0pp | 69.3%-36.7pp |
| Annual return | 34.43% | 21.38%+13.1pp | 17.74%+16.7pp | 20.14%+14.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,908 | $2,856-33.2% | $3,550-46.2% | $3,203-40.4% |
| Admin fee / account holder | $1,459 | $4,261-65.8% | $5,586-73.9% | $4,296-66.0% |