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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 | $36,595 | $95,404-61.6% | $113,397-67.7% | $82,637-55.7% |
| Participation rate | 54.4% | 72.8%-18.4pp | 76.5%-22.1pp | 68.1%-13.6pp |
| Annual return | 21.12% | 19.08%+2.0pp | 23.20%-2.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,229 | $4,220-47.2% | $5,076-56.1% | $4,126-46.0% |
| Admin fee / account holder | $1,948 | $9,168-78.7% | $11,957-83.7% | $7,339-73.5% |