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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 | $64,805 | $114,712-43.5% | $173,730-62.7% | $87,485-25.9% |
| Participation rate | 35.1% | 73.0%-37.9pp | 79.6%-44.5pp | 68.9%-33.9pp |
| Annual return | 18.60% | 20.18%-1.6pp | 19.96%-1.4pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,438 | $4,642-47.5% | $6,326-61.5% | $4,274-42.9% |
| Admin fee / account holder | $9,078 | $10,210-11.1% | $17,523-48.2% | $7,775+16.8% |