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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 | $35,642 | $76,834-53.6% | $108,359-67.1% | $87,485-59.3% |
| Participation rate | 47.2% | 61.7%-14.5pp | 70.1%-22.9pp | 68.9%-21.7pp |
| Annual return | 12.36% | 19.09%-6.7pp | 36.89%-24.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,948 | $3,100-4.9% | $4,137-28.7% | $4,274-31.0% |
| Admin fee / account holder | $1,039 | $6,537-84.1% | $9,741-89.3% | $7,775-86.6% |