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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 | $34,157 | $88,996-61.6% | $78,004-56.2% | $138,895-75.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.4%-31.9pp | 79.9%-42.4pp |
| Annual return | 15.78% | 28.03%-12.3pp | 31.07%-15.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,060 | $4,724-56.4% | $4,092-49.7% | $6,396-67.8% |
| Admin fee / account holder | $3,135 | $8,807-64.4% | $7,578-58.6% | $12,562-75.0% |