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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 | $30,953 | $54,757-43.5% | $90,300-65.7% | $72,983-57.6% |
| Participation rate | 35.7% | 65.1%-29.4pp | 73.3%-37.6pp | 69.5%-33.8pp |
| Annual return | 21.27% | 30.63%-9.4pp | 78.11%-56.8pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $804 | $2,887-72.2% | $3,884-79.3% | $3,608-77.7% |
| Admin fee / account holder | $784 | $3,972-80.3% | $5,353-85.3% | $5,124-84.7% |