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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 | $55,889 | $95,404-41.4% | $113,397-50.7% | $82,637-32.4% |
| Participation rate | 17.9% | 72.8%-54.9pp | 76.5%-58.6pp | 68.1%-50.1pp |
| Annual return | 17.12% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,124 | $4,220-49.7% | $5,076-58.2% | $4,126-48.5% |
| Admin fee / account holder | $2,912 | $9,168-68.2% | $11,957-75.6% | $7,339-60.3% |