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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 | $37,202 | $112,729-67.0% | $98,716-62.3% | $137,256-72.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 18.64% | 38.48%-19.8pp | 31.81%-13.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,837 | $4,640-38.9% | $4,048-29.9% | $6,407-55.7% |
| Admin fee / account holder | $3,224 | $10,129-68.2% | $8,703-63.0% | $12,270-73.7% |