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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 | $33,881 | $70,486-51.9% | $100,535-66.3% | $79,856-57.6% |
| Participation rate | 52.3% | 73.6%-21.3pp | 79.4%-27.1pp | 69.6%-17.3pp |
| Annual return | 23.78% | 21.90%+1.9pp | 30.90%-7.1pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,176 | $5,182+19.2% | $6,271-1.5% | $3,741+65.1% |
| Admin fee / account holder | $882 | $4,480-80.3% | $8,085-89.1% | $5,306-83.4% |