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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 | $32,874 | $75,541-56.5% | $152,093-78.4% | $82,637-60.2% |
| Participation rate | 28.0% | 66.5%-38.5pp | 77.8%-49.8pp | 68.1%-40.1pp |
| Annual return | 13.92% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,125 | $3,206-64.9% | $5,451-79.4% | $4,126-72.7% |
| Admin fee / account holder | $1,590 | $6,405-75.2% | $14,497-89.0% | $7,339-78.3% |