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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 | $36,861 | $86,949-57.6% | $102,460-64.0% | $80,959-54.5% |
| Participation rate | 44.8% | 72.4%-27.6pp | 76.5%-31.7pp | 67.7%-22.8pp |
| Annual return | 15.53% | 18.89%-3.4pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,104 | $4,121-0.4% | $5,056-18.8% | $4,300-4.6% |
| Admin fee / account holder | $531 | $8,048-93.4% | $9,460-94.4% | $6,925-92.3% |