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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 | $28,461 | $73,978-61.5% | $96,515-70.5% | $75,173-62.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 15.91% | 26.72%-10.8pp | 35.73%-19.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,518 | $3,660-31.2% | $4,880-48.4% | $4,126-39.0% |
| Admin fee / account holder | $2,471 | $5,219-52.7% | $6,735-63.3% | $5,651-56.3% |