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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 | $80,017 | $95,453-16.2% | $112,040-28.6% | $82,448-2.9% |
| Participation rate | 12.0% | 72.8%-60.8pp | 76.5%-64.5pp | 68.1%-56.1pp |
| Annual return | 19.42% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,940 | $4,224-30.4% | $5,098-42.3% | $4,139-29.0% |
| Admin fee / account holder | $1,049 | $9,013-88.4% | $12,098-91.3% | $7,234-85.5% |