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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 | $52,996 | $58,512-9.4% | $84,020-36.9% | $72,983-27.4% |
| Participation rate | 26.9% | 61.2%-34.3pp | 69.0%-42.1pp | 69.5%-42.6pp |
| Annual return | 19.97% | 28.93%-9.0pp | 71.31%-51.3pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,783 | $2,394-25.5% | $3,239-44.9% | $3,608-50.6% |
| Admin fee / account holder | $2,206 | $4,569-51.7% | $6,101-63.8% | $5,124-56.9% |