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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 | $32,036 | $81,504-60.7% | $102,437-68.7% | $80,959-60.4% |
| Participation rate | 68.8% | 66.9%+2.0pp | 74.5%-5.7pp | 67.7%+1.2pp |
| Annual return | 12.19% | 25.60%-13.4pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,674 | $3,871-5.1% | $5,060-27.4% | $4,300-14.6% |
| Admin fee / account holder | $1,099 | $6,719-83.6% | $8,388-86.9% | $6,925-84.1% |