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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 | $33,830 | $136,860-75.3% | $120,344-71.9% | $154,746-78.1% |
| Participation rate | 26.3% | 79.9%-53.6pp | 76.7%-50.4pp | 80.7%-54.4pp |
| Annual return | 16.30% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,004 | $5,793-65.4% | $5,135-61.0% | $6,730-70.2% |
| Admin fee / account holder | $1,915 | $15,393-87.6% | $12,742-85.0% | $14,365-86.7% |