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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 | $37,650 | $86,949-56.7% | $102,460-63.3% | $80,959-53.5% |
| Participation rate | 25.8% | 72.4%-46.6pp | 76.5%-50.7pp | 67.7%-41.9pp |
| Annual return | 10.85% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,038 | $4,121-50.5% | $5,056-59.7% | $4,300-52.6% |
| Admin fee / account holder | $804 | $8,048-90.0% | $9,460-91.5% | $6,925-88.4% |