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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 | $32,977 | $43,075-23.4% | $74,577-55.8% | $62,881-47.6% |
| Participation rate | 32.1% | 58.1%-25.9pp | 68.1%-36.0pp | 69.3%-37.2pp |
| Annual return | 7.78% | 17.50%-9.7pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,534 | $2,389-35.8% | $3,458-55.7% | $3,203-52.1% |
| Admin fee / account holder | $955 | $2,840-66.4% | $4,138-76.9% | $4,296-77.8% |