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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 | $60,451 | $80,983-25.4% | $96,544-37.4% | $75,177-19.6% |
| Participation rate | 42.1% | 71.8%-29.7pp | 76.0%-33.9pp | 67.2%-25.1pp |
| Annual return | 17.84% | 27.05%-9.2pp | 25.88%-8.0pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,256 | $3,929-17.1% | $4,851-32.9% | $4,126-21.1% |
| Admin fee / account holder | $1,641 | $6,717-75.6% | $8,254-80.1% | $5,651-71.0% |