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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 | $53,812 | $57,828-6.9% | $117,039-54.0% | $70,126-23.3% |
| Participation rate | 45.0% | 67.1%-22.1pp | 77.2%-32.2pp | 69.5%-24.5pp |
| Annual return | 18.90% | 17.55%+1.4pp | 18.95%0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,157 | $2,438-52.5% | $3,929-70.6% | $3,332-65.3% |
| Admin fee / account holder | $646 | $3,548-81.8% | $5,974-89.2% | $4,645-86.1% |