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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 | $31,534 | $101,798-69.0% | $165,071-80.9% | $80,935-61.0% |
| Participation rate | 42.5% | 71.8%-29.4pp | 78.6%-36.2pp | 67.7%-25.2pp |
| Annual return | 18.20% | 16.73%+1.5pp | 70.17%-52.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,305 | $4,476-48.5% | $6,035-61.8% | $4,299-46.4% |
| Admin fee / account holder | $2,158 | $8,221-73.8% | $12,695-83.0% | $6,924-68.8% |