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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 | $56,121-40.3% | $92,985-64.0% | $64,340-47.9% |
| Participation rate | 43.8% | 44.9%-1.2pp | 69.5%-25.7pp | 55.2%-11.5pp |
| Annual return | 13.30% | 19.19%-5.9pp | 27.99%-14.7pp | 24.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,452 | $2,362+3.8% | $4,377-44.0% | $2,980-17.7% |
| Admin fee / account holder | $4,163 | $6,869-39.4% | $9,463-56.0% | $3,703+12.4% |