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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 | $44,985 | $65,367-31.2% | $92,915-51.6% | $72,976-38.4% |
| Participation rate | 36.4% | 68.3%-31.9pp | 76.0%-39.6pp | 69.5%-33.1pp |
| Annual return | 20.95% | 42.11%-21.2pp | 109.45%-88.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,682 | $3,128-46.2% | $4,238-60.3% | $3,608-53.4% |
| Admin fee / account holder | $2,378 | $4,251-44.1% | $5,796-59.0% | $5,124-53.6% |