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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 | $40,194 | $56,110-28.4% | $94,993-57.7% | $70,126-42.7% |
| Participation rate | 58.2% | 65.0%-6.8pp | 73.9%-15.7pp | 69.5%-11.4pp |
| Annual return | 16.71% | 51.02%-34.3pp | 27.14%-10.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,288 | $2,391+37.5% | $3,317-0.9% | $3,332-1.3% |
| Admin fee / account holder | $2,545 | $3,456-26.4% | $4,960-48.7% | $4,645-45.2% |