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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 | $95,404-57.0% | $113,397-63.8% | $82,637-50.4% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.4pp |
| Annual return | 13.01% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,145 | $4,220-49.2% | $5,076-57.7% | $4,126-48.0% |
| Admin fee / account holder | $732 | $9,168-92.0% | $11,957-93.9% | $7,339-90.0% |