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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 | $66,757 | $93,064-28.3% | $74,577-10.5% | $273,972-75.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 5.05% | 26.18%-21.1pp | 20.47%-15.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,468 | $4,160-40.7% | $3,458-28.6% | $5,287-53.3% |
| Admin fee / account holder | $7,404 | $5,273+40.4% | $4,138+78.9% | $10,133-26.9% |