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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 | $52,028 | $126,661-58.9% | $113,397-54.1% | $138,895-62.5% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.5%-32.7pp | 79.9%-36.2pp |
| Annual return | 10.63% | 25.05%-14.4pp | 23.20%-12.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,525 | $5,693-55.7% | $5,076-50.3% | $6,396-60.5% |
| Admin fee / account holder | $1,121 | $14,549-92.3% | $11,957-90.6% | $12,562-91.1% |