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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 | $38,132 | $56,894-33.0% | $84,753-55.0% | $62,881-39.4% |
| Participation rate | 38.2% | 68.5%-30.3pp | 76.6%-38.4pp | 69.3%-31.1pp |
| Annual return | 4.78% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,131 | $2,709-21.3% | $3,712-42.6% | $3,203-33.5% |
| Admin fee / account holder | $1,386 | $3,581-61.3% | $5,333-74.0% | $4,296-67.7% |