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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 | $32,747 | $76,371-57.1% | $93,621-65.0% | $72,975-55.1% |
| Participation rate | 59.6% | 71.8%-12.1pp | 75.8%-16.2pp | 69.5%-9.9pp |
| Annual return | 19.71% | 25.82%-6.1pp | 32.76%-13.1pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,661 | $3,538-53.1% | $4,070-59.2% | $3,608-54.0% |
| Admin fee / account holder | $1,510 | $6,839-77.9% | $7,890-80.9% | $5,124-70.5% |