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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 | $51,564 | $54,757-5.8% | $90,304-42.9% | $72,975-29.3% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 16.54% | 30.63%-14.1pp | 78.13%-61.6pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,050 | $2,887-29.0% | $3,885-47.2% | $3,608-43.2% |
| Admin fee / account holder | $2,036 | $3,973-48.7% | $5,354-62.0% | $5,124-60.3% |