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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 | $36,152 | $78,015-53.7% | $178,505-79.7% | $80,959-55.3% |
| Participation rate | 23.2% | 65.7%-42.5pp | 77.1%-53.9pp | 67.7%-44.5pp |
| Annual return | 12.20% | 18.10%-5.9pp | 27.16%-15.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,105 | $4,406-52.2% | $6,280-66.5% | $4,300-51.1% |
| Admin fee / account holder | $4,476 | $7,160-37.5% | $10,428-57.1% | $6,925-35.4% |