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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 | $45,068 | $82,879-45.6% | $96,576-53.3% | $67,986-33.7% |
| Participation rate | 41.1% | 75.2%-34.0pp | 81.4%-40.3pp | 57.2%-16.1pp |
| Annual return | 17.40% | 36.90%-19.5pp | 38.47%-21.1pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,754 | $6,976-46.2% | $7,956-52.8% | $3,358+11.8% |
| Admin fee / account holder | $3,734 | $2,783+34.2% | $11,381-67.2% | $3,203+16.6% |