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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 | $33,192 | $81,358-59.2% | $155,556-78.7% | $80,959-59.0% |
| Participation rate | 38.2% | 66.3%-28.0pp | 78.2%-40.0pp | 67.7%-29.4pp |
| Annual return | 14.49% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,385 | $3,455-31.0% | $5,631-57.6% | $4,300-44.5% |
| Admin fee / account holder | $7,224 | $7,994-9.6% | $15,885-54.5% | $6,925+4.3% |