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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 | $95,404-38.3% | $113,397-48.1% | $82,637-28.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 25.32% | 19.08%+6.2pp | 23.20%+2.1pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,479 | $4,220-17.5% | $5,076-31.5% | $4,126-15.7% |
| Admin fee / account holder | $2,258 | $9,168-75.4% | $11,957-81.1% | $7,339-69.2% |