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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 | $35,255 | $67,638-47.9% | $133,346-73.6% | $69,733-49.4% |
| Participation rate | 47.0% | 54.3%-7.3pp | 72.8%-25.8pp | 62.5%-15.4pp |
| Annual return | 28.58% | 13.38%+15.2pp | 36.85%-8.3pp | 15.22%+13.4pp |
| Employer contribution / active EE | $0 | $1,177-100.0% | $2,853-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,760 | $2,567-31.4% | $4,332-59.4% | $3,054-42.4% |
| Admin fee / account holder | $1,093 | $4,814-77.3% | $14,264-92.3% | $3,102-64.8% |