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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 | $36,175 | $39,162-7.6% | $100,671-64.1% | $59,633-39.3% |
| Participation rate | 43.2% | 55.9%-12.6pp | 70.7%-27.5pp | 68.7%-25.4pp |
| Annual return | 1.41% | 21.07%-19.7pp | 20.43%-19.0pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,459 | $1,992+23.4% | $3,144-21.8% | $3,192-23.0% |
| Admin fee / account holder | $2,968 | $2,9690% | $4,850-38.8% | $4,297-30.9% |