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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 | $29,651 | $47,848-38.0% | $81,473-63.6% | $70,126-57.7% |
| Participation rate | 52.0% | 58.3%-6.3pp | 68.0%-16.0pp | 69.5%-17.5pp |
| Annual return | 13.62% | 27.25%-13.6pp | 38.78%-25.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,880 | $2,453+17.4% | $3,537-18.6% | $3,332-13.5% |
| Admin fee / account holder | $4,742 | $3,145+50.8% | $4,561+4.0% | $4,645+2.1% |