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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 | $31,588 | $69,590-54.6% | $136,867-76.9% | $94,015-66.4% |
| Participation rate | 24.3% | 66.3%-42.0pp | 74.5%-50.3pp | 70.8%-46.5pp |
| Annual return | 20.64% | 19.62%+1.0pp | 42.97%-22.3pp | 17.84%+2.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,960 | $3,437-43.0% | $4,924-60.2% | $4,249-53.9% |
| Admin fee / account holder | $1,635 | $8,912-81.7% | $10,340-84.2% | $8,951-81.7% |