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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 | $28,439 | $48,078-40.8% | $78,676-63.9% | $62,881-54.8% |
| Participation rate | 20.4% | 65.2%-44.8pp | 73.6%-53.2pp | 69.3%-48.9pp |
| Annual return | 5.12% | 31.36%-26.2pp | 62.19%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,340 | $2,587-48.2% | $3,517-61.9% | $3,203-58.2% |
| Admin fee / account holder | $1,239 | $3,206-61.4% | $4,510-72.5% | $4,296-71.2% |