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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 | $33,592 | $76,407-56.0% | $150,298-77.6% | $82,448-59.3% |
| Participation rate | 29.0% | 66.4%-37.4pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,122 | $3,214-65.1% | $5,453-79.4% | $4,139-72.9% |
| Admin fee / account holder | $3,077 | $6,352-51.6% | $14,116-78.2% | $7,234-57.5% |