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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 | $55,578 | $76,834-27.7% | $108,359-48.7% | $87,485-36.5% |
| Participation rate | 34.4% | 61.7%-27.4pp | 70.1%-35.7pp | 68.9%-34.6pp |
| Annual return | 19.13% | 19.09%0pp | 36.89%-17.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,838 | $3,100-40.7% | $4,137-55.6% | $4,274-57.0% |
| Admin fee / account holder | $1,424 | $6,537-78.2% | $9,741-85.4% | $7,775-81.7% |