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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 | $29,288 | $58,512-49.9% | $84,020-65.1% | $72,983-59.9% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 21.56% | 28.93%-7.4pp | 71.31%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,957 | $2,394-18.2% | $3,239-39.6% | $3,608-45.7% |
| Admin fee / account holder | $1,493 | $4,569-67.3% | $6,101-75.5% | $5,124-70.9% |