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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 | $57,289 | $78,027-26.6% | $178,528-67.9% | $80,925-29.2% |
| Participation rate | 20.7% | 65.7%-45.0pp | 77.1%-56.4pp | 67.7%-47.0pp |
| Annual return | 14.75% | 18.09%-3.3pp | 27.11%-12.4pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,900 | $4,408-56.9% | $6,278-69.7% | $4,299-55.8% |
| Admin fee / account holder | $5,016 | $7,168-30.0% | $10,419-51.9% | $6,940-27.7% |