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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 | $50,316 | $69,977-28.1% | $108,582-53.7% | $62,881-20.0% |
| Participation rate | 59.4% | 72.9%-13.5pp | 79.6%-20.2pp | 69.3%-9.9pp |
| Annual return | 9.21% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,928 | $3,165-39.1% | $4,311-55.3% | $3,203-39.8% |
| Admin fee / account holder | $5,916 | $5,076+16.5% | $7,645-22.6% | $4,296+37.7% |