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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 | $30,006 | $81,504-63.2% | $102,437-70.7% | $80,959-62.9% |
| Participation rate | 35.3% | 66.9%-31.6pp | 74.5%-39.2pp | 67.7%-32.4pp |
| Annual return | 11.66% | 25.60%-13.9pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,006 | $3,871-48.2% | $5,060-60.4% | $4,300-53.4% |
| Admin fee / account holder | $878 | $6,719-86.9% | $8,388-89.5% | $6,925-87.3% |