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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 | $34,385 | $47,848-28.1% | $81,473-57.8% | $70,124-51.0% |
| Participation rate | 37.9% | 58.3%-20.3pp | 68.0%-30.0pp | 69.5%-31.6pp |
| Annual return | 13.52% | 27.25%-13.7pp | 38.78%-25.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,975 | $2,453-19.5% | $3,537-44.2% | $3,332-40.7% |
| Admin fee / account holder | $676 | $3,145-78.5% | $4,561-85.2% | $4,645-85.4% |