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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 | $85,515-31.1% | $112,040-47.4% | $67,986-13.3% |
| Participation rate | 41.0% | 68.2%-27.3pp | 76.5%-35.5pp | 57.2%-16.3pp |
| Annual return | 19.20% | 29.68%-10.5pp | 24.52%-5.3pp | 31.67%-12.5pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,223 | $4,014-44.6% | $5,098-56.4% | $3,358-33.8% |
| Admin fee / account holder | $6,261 | $3,774+65.9% | $12,098-48.2% | $3,203+95.5% |