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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 | $95,453-57.0% | $112,040-63.4% | $82,448-50.3% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 13.01% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,145 | $4,224-49.2% | $5,098-57.9% | $4,139-48.2% |
| Admin fee / account holder | $732 | $9,013-91.9% | $12,098-94.0% | $7,234-89.9% |