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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 | $80,089 | $86,949-7.9% | $102,460-21.8% | $80,959-1.1% |
| Participation rate | 56.5% | 72.4%-15.9pp | 76.5%-20.0pp | 67.7%-11.1pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,206 | $4,121-46.5% | $5,056-56.4% | $4,300-48.7% |
| Admin fee / account holder | $2,038 | $8,048-74.7% | $9,460-78.5% | $6,925-70.6% |