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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 | $61,007 | $86,919-29.8% | $102,457-40.5% | $80,911-24.6% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.6%-19.1pp |
| Annual return | 11.19% | 18.90%-7.7pp | 29.41%-18.2pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,941 | $4,119-28.6% | $5,054-41.8% | $4,297-31.6% |
| Admin fee / account holder | $1,402 | $8,049-82.6% | $9,451-85.2% | $6,935-79.8% |