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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 | $46,596 | $72,492-35.7% | $87,104-46.5% | $72,975-36.1% |
| Participation rate | 29.3% | 72.8%-43.5pp | 76.9%-47.6pp | 69.5%-40.2pp |
| Annual return | 25.64% | 24.46%+1.2pp | 28.19%-2.6pp | 81.01%-55.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,805 | $3,270-44.8% | $4,048-55.4% | $3,608-50.0% |
| Admin fee / account holder | $1,261 | $5,055-75.1% | $7,491-83.2% | $5,124-75.4% |