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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 | $53,753 | $57,140-5.9% | $85,240-36.9% | $80,959-33.6% |
| Participation rate | 15.2% | 56.4%-41.3pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | 17.94% | 21.71%-3.8pp | 66.75%-48.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,123 | $3,115-31.9% | $4,527-53.1% | $4,300-50.6% |
| Admin fee / account holder | $2,479 | $4,992-50.3% | $6,165-59.8% | $6,925-64.2% |