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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 | $21,817 | $90,400-75.9% | $186,193-88.3% | $87,485-75.1% |
| Participation rate | 43.9% | 66.2%-22.3pp | 77.1%-33.3pp | 68.9%-25.1pp |
| Annual return | 25.09% | 22.15%+2.9pp | 78.03%-52.9pp | 26.06%-1.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,516 | $4,330-41.9% | $6,513-61.4% | $4,274-41.1% |
| Admin fee / account holder | $5,723 | $8,673-34.0% | $11,058-48.2% | $7,775-26.4% |