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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 | $68,670 | $95,404-28.0% | $113,397-39.4% | $82,637-16.9% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.5%-32.4pp | 68.1%-23.9pp |
| Annual return | 19.72% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,739 | $4,220-11.4% | $5,076-26.3% | $4,126-9.4% |
| Admin fee / account holder | $1,623 | $9,168-82.3% | $11,957-86.4% | $7,339-77.9% |