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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 | $58,872 | $95,453-38.3% | $112,040-47.5% | $82,448-28.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 25.32% | 23.92%+1.4pp | 24.52%+0.8pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,479 | $4,224-17.6% | $5,098-31.8% | $4,139-15.9% |
| Admin fee / account holder | $2,258 | $9,013-74.9% | $12,098-81.3% | $7,234-68.8% |