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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 | $35,473 | $69,590-49.0% | $136,867-74.1% | $94,015-62.3% |
| Participation rate | 28.0% | 66.3%-38.3pp | 74.5%-46.5pp | 70.8%-42.8pp |
| Annual return | 17.28% | 19.62%-2.3pp | 42.97%-25.7pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,293 | $3,437-62.4% | $4,924-73.7% | $4,249-69.6% |
| Admin fee / account holder | $1,779 | $8,912-80.0% | $10,340-82.8% | $8,951-80.1% |