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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 | $29,404 | $80,138-63.3% | $130,231-77.4% | $71,511-58.9% |
| Participation rate | 48.7% | 71.0%-22.3pp | 76.3%-27.5pp | 67.9%-19.2pp |
| Annual return | 25.16% | 16.81%+8.4pp | 38.86%-13.7pp | 28.86%-3.7pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,623 | $4,641-43.5% | $6,799-61.4% | $4,291-38.9% |
| Admin fee / account holder | $2,489 | $1,035+140.6% | $6,020-58.7% | $1,588+56.7% |