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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 | $55,182 | $71,215-22.5% | $93,696-41.1% | $80,935-31.8% |
| Participation rate | 29.7% | 60.4%-30.7pp | 68.7%-39.0pp | 67.7%-37.9pp |
| Annual return | 13.77% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,928 | $4,037-27.5% | $4,417-33.7% | $4,299-31.9% |
| Admin fee / account holder | $5,500 | $6,958-21.0% | $8,287-33.6% | $6,924-20.6% |