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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 | $29,639 | $65,361-54.7% | $92,903-68.1% | $72,983-59.4% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.0%-24.6pp | 69.5%-18.1pp |
| Annual return | 20.10% | 42.11%-22.0pp | 109.43%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,871 | $3,128-8.2% | $4,238-32.3% | $3,608-20.4% |
| Admin fee / account holder | $1,897 | $4,251-55.4% | $5,795-67.3% | $5,124-63.0% |