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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 | $73,870 | $64,359+14.8% | $90,161-18.1% | $70,126+5.3% |
| Participation rate | 33.3% | 70.4%-37.1pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 15.00% | 28.13%-13.1pp | 34.89%-19.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,473 | $4,389-43.7% | $5,287-53.2% | $3,332-25.8% |
| Admin fee / account holder | $3,447 | $3,945-12.6% | $5,943-42.0% | $4,645-25.8% |