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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 | $29,785 | $41,016-27.4% | $152,093-80.4% | $64,097-53.5% |
| Participation rate | 44.4% | 51.3%-6.9pp | 77.8%-33.3pp | 55.2%-10.7pp |
| Annual return | 19.53% | 39.60%-20.1pp | 66.36%-46.8pp | 34.64%-15.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,995 | $1,927+55.4% | $5,451-45.1% | $3,080-2.8% |
| Admin fee / account holder | $518 | $2,305-77.5% | $14,497-96.4% | $3,454-85.0% |