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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 | $59,528 | $85,515-30.4% | $112,040-46.9% | $67,986-12.4% |
| Participation rate | 39.5% | 68.2%-28.7pp | 76.5%-37.0pp | 57.2%-17.7pp |
| Annual return | 17.56% | 29.68%-12.1pp | 24.52%-7.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,519 | $4,014-37.2% | $5,098-50.6% | $3,358-25.0% |
| Admin fee / account holder | $5,208 | $3,774+38.0% | $12,098-57.0% | $3,203+62.6% |