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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 | $30,646 | $81,947-62.6% | $105,387-70.9% | $72,983-58.0% |
| Participation rate | 48.1% | 76.5%-28.5pp | 82.6%-34.5pp | 69.5%-21.4pp |
| Annual return | 29.47% | 42.90%-13.4pp | 26.82%+2.6pp | 81.01%-51.5pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,502 | $4,494-22.1% | $5,502-36.4% | $3,608-2.9% |
| Admin fee / account holder | $2,357 | $6,258-62.3% | $6,559-64.1% | $5,124-54.0% |