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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 | $59,187 | $86,949-31.9% | $102,460-42.2% | $80,959-26.9% |
| Participation rate | 39.5% | 72.4%-32.8pp | 76.5%-37.0pp | 67.7%-28.1pp |
| Annual return | 17.50% | 18.89%-1.4pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,503 | $4,121-15.0% | $5,056-30.7% | $4,300-18.5% |
| Admin fee / account holder | $2,201 | $8,048-72.7% | $9,460-76.7% | $6,925-68.2% |