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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 | $69,869 | $53,774+29.9% | $134,162-47.9% | $79,852-12.5% |
| Participation rate | 27.4% | 58.8%-31.4pp | 72.2%-44.8pp | 69.6%-42.2pp |
| Annual return | 14.62% | 19.01%-4.4pp | 36.35%-21.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,286 | $2,420-46.8% | $3,500-63.2% | $3,740-65.6% |
| Admin fee / account holder | $1,457 | $3,985-63.4% | $6,685-78.2% | $5,306-72.5% |