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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 | $31,155 | $46,534-33.0% | $64,097-51.4% | $75,177-58.6% |
| Participation rate | 32.3% | 65.9%-33.7pp | 72.3%-40.1pp | 67.2%-34.9pp |
| Annual return | 13.32% | 26.07%-12.7pp | 33.75%-20.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $958 | $2,835-66.2% | $3,881-75.3% | $4,126-76.8% |
| Admin fee / account holder | $302 | $2,957-89.8% | $3,070-90.2% | $5,651-94.7% |