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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 | $49,469 | $67,602-26.8% | $82,312-39.9% | $70,126-29.5% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.9%-42.8pp | 69.5%-35.4pp |
| Annual return | 21.21% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,677 | $2,987-43.8% | $3,706-54.7% | $3,332-49.7% |
| Admin fee / account holder | $1,103 | $4,512-75.6% | $5,608-80.3% | $4,645-76.3% |