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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 | $38,143 | $63,365-39.8% | $91,994-58.5% | $72,975-47.7% |
| Participation rate | 43.2% | 72.5%-29.3pp | 78.6%-35.4pp | 69.5%-26.2pp |
| Annual return | 24.75% | 35.35%-10.6pp | 69.04%-44.3pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,030 | $4,883-17.5% | $5,924-32.0% | $3,608+11.7% |
| Admin fee / account holder | $919 | $4,670-80.3% | $7,744-88.1% | $5,124-82.1% |