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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 | $53,371 | $46,877+13.9% | $122,354-56.4% | $70,124-23.9% |
| Participation rate | 35.3% | 58.2%-22.9pp | 71.6%-36.3pp | 69.5%-34.2pp |
| Annual return | 19.04% | 24.22%-5.2pp | 30.28%-11.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,946 | $2,167-10.2% | $3,287-40.8% | $3,332-41.6% |
| Admin fee / account holder | $1,730 | $3,324-47.9% | $5,479-68.4% | $4,645-62.8% |