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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 | $45,715 | $49,255-7.2% | $70,494-35.2% | $79,856-42.8% |
| Participation rate | 27.6% | 69.2%-41.6pp | 75.1%-47.5pp | 69.6%-42.1pp |
| Annual return | 13.59% | 30.10%-16.5pp | 109.16%-95.6pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,096 | $2,768-60.4% | $3,711-70.5% | $3,741-70.7% |
| Admin fee / account holder | $3,359 | $2,879+16.7% | $3,848-12.7% | $5,306-36.7% |