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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 | $44,695 | $72,486-38.3% | $87,103-48.7% | $72,976-38.8% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 24.51% | 24.46%+0.1pp | 28.19%-3.7pp | 81.02%-56.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,582 | $3,270+131.9% | $4,049+87.3% | $3,608+110.2% |
| Admin fee / account holder | $3,576 | $5,055-29.2% | $7,491-52.3% | $5,124-30.2% |