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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 | $64,787 | $78,672-17.6% | $109,163-40.7% | $85,856-24.5% |
| Participation rate | 57.1% | 68.3%-11.1pp | 75.9%-18.7pp | 69.3%-12.2pp |
| Annual return | 13.23% | 25.09%-11.9pp | 25.75%-12.5pp | 318.58%-305.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,366 | $3,467-2.9% | $4,654-27.7% | $3,952-14.8% |
| Admin fee / account holder | $4,114 | $5,470-24.8% | $6,754-39.1% | $6,261-34.3% |