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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 | $42,330 | $46,877-9.7% | $122,354-65.4% | $70,124-39.6% |
| Participation rate | 41.8% | 58.2%-16.4pp | 71.6%-29.8pp | 69.5%-27.7pp |
| Annual return | 16.52% | 24.22%-7.7pp | 30.28%-13.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,980 | $2,167+37.5% | $3,287-9.3% | $3,332-10.5% |
| Admin fee / account holder | $2,486 | $3,324-25.2% | $5,479-54.6% | $4,645-46.5% |