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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 | $38,714 | $76,107-49.1% | $96,576-59.9% | $71,495-45.9% |
| Participation rate | 36.1% | 74.4%-38.3pp | 76.0%-39.9pp | 67.9%-31.8pp |
| Annual return | 35.58% | 22.81%+12.8pp | 25.87%+9.7pp | 28.85%+6.7pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,242 | $4,218-46.8% | $4,851-53.8% | $4,291-47.7% |
| Admin fee / account holder | $6,007 | $2,708+121.8% | $8,253-27.2% | $1,588+278.3% |