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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 | $29,365 | $48,078-38.9% | $78,676-62.7% | $62,881-53.3% |
| Participation rate | 22.9% | 65.2%-42.3pp | 73.6%-50.7pp | 69.3%-46.4pp |
| Annual return | 8.07% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,745 | $2,587-32.6% | $3,517-50.4% | $3,203-45.5% |
| Admin fee / account holder | $783 | $3,206-75.6% | $4,510-82.6% | $4,296-81.8% |