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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 | $31,156 | $47,848-34.9% | $81,473-61.8% | $70,126-55.6% |
| Participation rate | 28.6% | 58.3%-29.7pp | 68.0%-39.4pp | 69.5%-41.0pp |
| Annual return | 21.88% | 27.25%-5.4pp | 38.78%-16.9pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,586 | $2,453+46.2% | $3,537+1.4% | $3,332+7.6% |
| Admin fee / account holder | $2,167 | $3,145-31.1% | $4,561-52.5% | $4,645-53.4% |