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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 | $63,001 | $67,602-6.8% | $82,312-23.5% | $70,126-10.2% |
| Participation rate | 24.4% | 72.8%-48.3pp | 76.9%-52.4pp | 69.5%-45.1pp |
| Annual return | 15.43% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,261 | $2,987-24.3% | $3,706-39.0% | $3,332-32.1% |
| Admin fee / account holder | $568 | $4,512-87.4% | $5,608-89.9% | $4,645-87.8% |