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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 | $27,261 | $54,541-50.0% | $78,778-65.4% | $70,126-61.1% |
| Participation rate | 33.8% | 60.8%-27.0pp | 69.2%-35.4pp | 69.5%-35.7pp |
| Annual return | 15.84% | 21.07%-5.2pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,729 | $2,210-21.8% | $2,958-41.6% | $3,332-48.1% |
| Admin fee / account holder | $3,929 | $3,709+5.9% | $5,134-23.5% | $4,645-15.4% |