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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 | $42,040 | $124,980-66.4% | $108,359-61.2% | $154,746-72.8% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 17.44% | 45.00%-27.6pp | 36.89%-19.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,295 | $4,743-51.6% | $4,137-44.5% | $6,730-65.9% |
| Admin fee / account holder | $12,331 | $11,502+7.2% | $9,741+26.6% | $14,365-14.2% |