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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 | $38,439 | $74,535-48.4% | $100,712-61.8% | $82,637-53.5% |
| Participation rate | 66.2% | 61.2%+5.0pp | 69.3%-3.1pp | 68.1%-1.9pp |
| Annual return | 17.78% | 18.92%-1.1pp | 33.27%-15.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,354 | $3,074-23.4% | $4,085-42.4% | $4,126-43.0% |
| Admin fee / account holder | $534 | $6,576-91.9% | $9,256-94.2% | $7,339-92.7% |