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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 | $70,968 | $77,574-8.5% | $108,753-34.7% | $86,983-18.4% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 13.47% | 18.42%-4.9pp | 37.47%-24.0pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,741 | $3,128-12.4% | $4,115-33.4% | $4,194-34.6% |
| Admin fee / account holder | $2,075 | $6,529-68.2% | $10,320-79.9% | $7,856-73.6% |