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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 | $33,873 | $79,557-57.4% | $118,746-71.5% | $70,124-51.7% |
| Participation rate | 69.9% | 71.4%-1.5pp | 78.3%-8.4pp | 69.5%+0.3pp |
| Annual return | 13.70% | 25.64%-11.9pp | 24.54%-10.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,964 | $4,089-52.0% | $5,332-63.2% | $3,332-41.1% |
| Admin fee / account holder | $1,053 | $5,374-80.4% | $10,720-90.2% | $4,645-77.3% |