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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 | $58,917 | $95,084-38.0% | $140,514-58.1% | $69,733-15.5% |
| Participation rate | 41.0% | 68.7%-27.7pp | 77.8%-36.8pp | 62.5%-21.5pp |
| Annual return | 19.20% | 18.56%+0.6pp | 14.36%+4.8pp | 15.22%+4.0pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,378-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,223 | $3,868-42.5% | $4,919-54.8% | $3,054-27.2% |
| Admin fee / account holder | $6,261 | $4,885+28.2% | $13,697-54.3% | $3,102+101.8% |