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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 | $34,733 | $58,523-40.7% | $99,470-65.1% | $72,983-52.4% |
| Participation rate | 46.4% | 64.6%-18.2pp | 73.8%-27.4pp | 69.5%-23.1pp |
| Annual return | 21.36% | 28.51%-7.1pp | 30.72%-9.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,686 | $2,606+41.4% | $3,619+1.8% | $3,608+2.2% |
| Admin fee / account holder | $4,706 | $4,102+14.7% | $6,252-24.7% | $5,124-8.2% |