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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 | $30,252 | $54,757-44.8% | $90,304-66.5% | $72,975-58.5% |
| Participation rate | 41.7% | 65.2%-23.5pp | 73.3%-31.6pp | 69.5%-27.8pp |
| Annual return | 24.80% | 30.63%-5.8pp | 78.13%-53.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,025 | $2,887-29.9% | $3,885-47.9% | $3,608-43.9% |
| Admin fee / account holder | $805 | $3,973-79.7% | $5,354-85.0% | $5,124-84.3% |