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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 | $72,217 | $56,894+26.9% | $84,753-14.8% | $62,881+14.8% |
| Participation rate | 34.6% | 68.5%-34.0pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 5.46% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,850 | $2,709-31.7% | $3,712-50.2% | $3,203-42.2% |
| Admin fee / account holder | $2,210 | $3,581-38.3% | $5,333-58.6% | $4,296-48.5% |