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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 | $61,523 | $95,404-35.5% | $113,397-45.7% | $82,637-25.6% |
| Participation rate | 37.7% | 72.8%-35.2pp | 76.5%-38.8pp | 68.1%-30.4pp |
| Annual return | 15.70% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,611 | $4,220-38.1% | $5,076-48.6% | $4,126-36.7% |
| Admin fee / account holder | $3,102 | $9,168-66.2% | $11,957-74.1% | $7,339-57.7% |