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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 | $33,492 | $55,932-40.1% | $76,735-56.4% | $67,986-50.7% |
| Participation rate | 43.8% | 50.8%-7.0pp | 69.5%-25.7pp | 57.2%-13.5pp |
| Annual return | 13.30% | 23.10%-9.8pp | 29.77%-16.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,452 | $2,558-4.1% | $4,088-40.0% | $3,358-27.0% |
| Admin fee / account holder | $4,163 | $4,907-15.2% | $7,189-42.1% | $3,203+30.0% |