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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 | $50,458 | $55,713-9.4% | $75,901-33.5% | $72,975-30.9% |
| Participation rate | 44.4% | 61.1%-16.7pp | 69.3%-24.8pp | 69.5%-25.0pp |
| Annual return | 19.31% | 27.60%-8.3pp | 30.76%-11.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,161 | $2,634-18.0% | $3,603-40.0% | $3,608-40.1% |
| Admin fee / account holder | $2,804 | $3,980-29.6% | $5,420-48.3% | $5,124-45.3% |