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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 | $28,750 | $81,487-64.7% | $102,412-71.9% | $80,935-64.5% |
| Participation rate | 56.2% | 66.8%-10.7pp | 74.5%-18.3pp | 67.7%-11.5pp |
| Annual return | 12.56% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,397 | $3,871-12.2% | $5,060-32.9% | $4,299-21.0% |
| Admin fee / account holder | $2,892 | $6,717-57.0% | $8,388-65.5% | $6,924-58.2% |