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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 | $66,191 | $58,851+12.5% | $115,170-42.5% | $72,975-9.3% |
| Participation rate | 43.3% | 65.5%-22.2pp | 75.9%-32.6pp | 69.5%-26.2pp |
| Annual return | 23.23% | 23.16%+0.1pp | 35.60%-12.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,046 | $2,643-22.6% | $4,169-50.9% | $3,608-43.3% |
| Admin fee / account holder | $1,096 | $6,370-82.8% | $7,089-84.5% | $5,124-78.6% |