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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 | $38,704 | $57,140-32.3% | $85,240-54.6% | $80,959-52.2% |
| Participation rate | 22.5% | 56.4%-33.9pp | 67.5%-45.0pp | 67.7%-45.2pp |
| Annual return | 12.91% | 21.71%-8.8pp | 66.75%-53.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,415 | $3,115-54.6% | $4,527-68.7% | $4,300-67.1% |
| Admin fee / account holder | $6,042 | $4,992+21.0% | $6,165-2.0% | $6,925-12.8% |