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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 | $30,705 | $54,757-43.9% | $90,300-66.0% | $72,983-57.9% |
| Participation rate | 36.5% | 65.1%-28.6pp | 73.3%-36.7pp | 69.5%-32.9pp |
| Annual return | 20.68% | 30.63%-9.9pp | 78.11%-57.4pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,233 | $2,887-57.3% | $3,884-68.3% | $3,608-65.8% |
| Admin fee / account holder | $1,149 | $3,972-71.1% | $5,353-78.5% | $5,124-77.6% |