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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 | $65,936 | $86,940-24.2% | $102,434-35.6% | $80,935-18.5% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.5pp | 67.7%-30.6pp |
| Annual return | 11.77% | 18.89%-7.1pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,391 | $4,121-17.7% | $5,055-32.9% | $4,299-21.1% |
| Admin fee / account holder | $526 | $8,047-93.5% | $9,462-94.4% | $6,924-92.4% |