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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 | $56,348 | $57,140-1.4% | $85,240-33.9% | $80,959-30.4% |
| Participation rate | 45.3% | 56.4%-11.1pp | 67.5%-22.2pp | 67.7%-22.4pp |
| Annual return | 11.63% | 21.71%-10.1pp | 66.75%-55.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,172 | $3,115+1.8% | $4,527-29.9% | $4,300-26.2% |
| Admin fee / account holder | $4,004 | $4,992-19.8% | $6,165-35.1% | $6,925-42.2% |