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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 | $77,301 | $181,896-57.5% | $156,551-50.6% | $273,972-71.8% |
| Participation rate | 26.3% | 88.4%-62.1pp | 84.0%-57.7pp | 83.0%-56.7pp |
| Annual return | 14.42% | 30.74%-16.3pp | 32.23%-17.8pp | 41.46%-27.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,053 | $5,550-63.0% | $4,871-57.9% | $5,287-61.2% |
| Admin fee / account holder | $5,894 | $15,560-62.1% | $13,028-54.8% | $10,133-41.8% |