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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 | $51,034 | $49,791+2.5% | $78,210-34.7% | $70,126-27.2% |
| Participation rate | 29.9% | 62.3%-32.5pp | 68.7%-38.9pp | 69.5%-39.7pp |
| Annual return | 15.31% | 20.75%-5.4pp | 40.90%-25.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,131 | $2,150-47.4% | $2,823-59.9% | $3,332-66.1% |
| Admin fee / account holder | $3,604 | $3,181+13.3% | $3,758-4.1% | $4,645-22.4% |