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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 | $40,034 | $73,981-45.9% | $105,754-62.1% | $62,881-36.3% |
| Participation rate | 34.2% | 71.7%-37.5pp | 78.9%-44.7pp | 69.3%-35.1pp |
| Annual return | 10.07% | 17.60%-7.5pp | 12.25%-2.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,359 | $4,038-41.6% | $5,326-55.7% | $3,203-26.3% |
| Admin fee / account holder | $3,916 | $5,976-34.5% | $8,309-52.9% | $4,296-8.8% |