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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 | $40,319 | $78,027-48.3% | $178,528-77.4% | $80,925-50.2% |
| Participation rate | 32.6% | 65.7%-33.1pp | 77.1%-44.5pp | 67.7%-35.1pp |
| Annual return | 17.43% | 18.09%-0.7pp | 27.11%-9.7pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,257 | $4,408-26.1% | $6,278-48.1% | $4,299-24.2% |
| Admin fee / account holder | $6,903 | $7,168-3.7% | $10,419-33.7% | $6,940-0.5% |