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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 | $41,004 | $97,550-58.0% | $120,344-65.9% | $87,485-53.1% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.7%-7.3pp | 68.9%+0.5pp |
| Annual return | 13.01% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,145 | $4,230-49.3% | $5,135-58.2% | $4,274-49.8% |
| Admin fee / account holder | $732 | $9,543-92.3% | $12,742-94.3% | $7,775-90.6% |