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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 | $29,007 | $65,395-55.6% | $182,540-84.1% | $72,975-60.3% |
| Participation rate | 42.3% | 65.4%-23.1pp | 78.0%-35.7pp | 69.5%-27.2pp |
| Annual return | 20.03% | 27.68%-7.6pp | 148.58%-128.5pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,269 | $3,563-36.3% | $5,525-58.9% | $3,608-37.1% |
| Admin fee / account holder | $3,136 | $4,245-26.1% | $8,593-63.5% | $5,124-38.8% |