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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 | $49,567 | $72,027-31.2% | $185,835-73.3% | $79,852-37.9% |
| Participation rate | 38.5% | 65.8%-27.3pp | 78.0%-39.6pp | 69.6%-31.2pp |
| Annual return | 12.56% | 23.13%-10.6pp | 35.96%-23.4pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,942 | $3,780-22.2% | $5,633-47.8% | $3,740-21.3% |
| Admin fee / account holder | $3,938 | $4,513-12.7% | $9,502-58.6% | $5,306-25.8% |