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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 | $52,769 | $56,544-6.7% | $75,501-30.1% | $70,126-24.8% |
| Participation rate | 36.4% | 68.1%-31.8pp | 72.4%-36.0pp | 69.5%-33.2pp |
| Annual return | 33.56% | 23.59%+10.0pp | 27.35%+6.2pp | 73.15%-39.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,149 | $2,580-55.5% | $3,142-63.4% | $3,332-65.5% |
| Admin fee / account holder | $11,140 | $3,827+191.1% | $5,801+92.0% | $4,645+139.8% |