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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 | $36,344 | $69,977-48.1% | $108,582-66.5% | $62,881-42.2% |
| Participation rate | 34.1% | 72.9%-38.8pp | 79.6%-45.5pp | 69.3%-35.2pp |
| Annual return | 6.09% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,242 | $3,165-29.1% | $4,311-48.0% | $3,203-30.0% |
| Admin fee / account holder | $3,293 | $5,076-35.1% | $7,645-56.9% | $4,296-23.3% |