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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 | $80,667 | $95,453-15.5% | $112,040-28.0% | $82,448-2.2% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.5%-37.2pp | 68.1%-28.8pp |
| Annual return | 13.10% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,370 | $4,224-43.9% | $5,098-53.5% | $4,139-42.8% |
| Admin fee / account holder | $593 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |