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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 | $33,668 | $103,164-67.4% | $90,259-62.7% | $154,746-78.2% |
| Participation rate | 22.2% | 76.1%-53.9pp | 70.7%-48.5pp | 80.7%-58.5pp |
| Annual return | 10.10% | 19.25%-9.2pp | 18.88%-8.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,004 | $4,422-54.7% | $3,827-47.6% | $6,730-70.2% |
| Admin fee / account holder | $6,061 | $8,593-29.5% | $7,267-16.6% | $14,365-57.8% |