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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 | $59,215 | $75,541-21.6% | $152,093-61.1% | $82,637-28.3% |
| Participation rate | 30.5% | 66.5%-36.1pp | 77.8%-47.3pp | 68.1%-37.6pp |
| Annual return | 34.74% | 32.56%+2.2pp | 66.36%-31.6pp | 53.51%-18.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,025 | $3,206-36.8% | $5,451-62.9% | $4,126-50.9% |
| Admin fee / account holder | $1,712 | $6,405-73.3% | $14,497-88.2% | $7,339-76.7% |