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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 | $42,235 | $58,493-27.8% | $84,023-49.7% | $72,976-42.1% |
| Participation rate | 26.8% | 61.2%-34.4pp | 69.0%-42.2pp | 69.5%-42.7pp |
| Annual return | 23.40% | 28.93%-5.5pp | 71.32%-47.9pp | 81.02%-57.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,795 | $2,394-25.0% | $3,239-44.6% | $3,608-50.2% |
| Admin fee / account holder | $4,549 | $4,569-0.4% | $6,102-25.5% | $5,124-11.2% |