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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 | $57,414 | $63,904-10.2% | $89,340-35.7% | $67,986-15.5% |
| Participation rate | 25.3% | 54.3%-29.0pp | 69.6%-44.2pp | 57.2%-31.9pp |
| Annual return | 14.13% | 18.09%-4.0pp | 20.57%-6.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,576 | $2,691-41.4% | $3,823-58.8% | $3,358-53.1% |
| Admin fee / account holder | $1,933 | $3,315-41.7% | $6,704-71.2% | $3,203-39.7% |