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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 | $29,510 | $86,330-65.8% | $121,871-75.8% | $94,015-68.6% |
| Participation rate | 39.4% | 66.7%-27.3pp | 73.2%-33.8pp | 70.8%-31.5pp |
| Annual return | 11.91% | 14.95%-3.0pp | 13.57%-1.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,442 | $3,146-54.2% | $4,318-66.6% | $4,249-66.1% |
| Admin fee / account holder | $2,748 | $7,346-62.6% | $11,551-76.2% | $8,951-69.3% |