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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 | $69,791 | $72,269-3.4% | $101,271-31.1% | $79,852-12.6% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 15.77% | 22.29%-6.5pp | 46.48%-30.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,291 | $3,282+0.3% | $4,371-24.7% | $3,740-12.0% |
| Admin fee / account holder | $3,695 | $4,401-16.0% | $5,948-37.9% | $5,306-30.4% |