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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 | $39,273 | $51,166-23.2% | $70,544-44.3% | $71,511-45.1% |
| Participation rate | 23.9% | 59.4%-35.5pp | 68.4%-44.5pp | 67.9%-44.0pp |
| Annual return | 18.77% | 42.71%-23.9pp | 32.79%-14.0pp | 28.86%-10.1pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,536 | $3,031-49.3% | $4,568-66.4% | $4,291-64.2% |
| Admin fee / account holder | $370 | $2,000-81.5% | $6,427-94.2% | $1,588-76.7% |