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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 | $37,420 | $74,535-49.8% | $100,712-62.8% | $82,637-54.7% |
| Participation rate | 41.2% | 61.2%-20.0pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 13.70% | 18.92%-5.2pp | 33.27%-19.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,802 | $3,074+23.7% | $4,085-6.9% | $4,126-7.9% |
| Admin fee / account holder | $3,592 | $6,576-45.4% | $9,256-61.2% | $7,339-51.1% |