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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 | $54,944 | $57,590-4.6% | $86,233-36.3% | $82,448-33.4% |
| Participation rate | 14.0% | 57.9%-43.9pp | 69.0%-55.1pp | 68.1%-54.1pp |
| Annual return | 17.02% | 22.41%-5.4pp | 61.39%-44.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,204 | $3,080-28.4% | $4,559-51.7% | $4,139-46.7% |
| Admin fee / account holder | $4,488 | $4,730-5.1% | $8,342-46.2% | $7,234-38.0% |