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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 | $39,808 | $72,273-44.9% | $101,275-60.7% | $79,856-50.1% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.7pp | 69.6%-15.6pp |
| Annual return | 12.57% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,827 | $3,282-13.9% | $4,371-35.3% | $3,741-24.4% |
| Admin fee / account holder | $1,624 | $4,401-63.1% | $5,948-72.7% | $5,306-69.4% |