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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 | $46,073 | $72,486-36.4% | $87,103-47.1% | $72,976-36.9% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.9%-42.7pp | 69.5%-35.3pp |
| Annual return | 18.33% | 24.46%-6.1pp | 28.19%-9.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,505 | $3,270+7.2% | $4,049-13.4% | $3,608-2.9% |
| Admin fee / account holder | $1,095 | $5,055-78.3% | $7,491-85.4% | $5,124-78.6% |