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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 | $68,173 | $215,361-68.3% | $171,082-60.2% | $273,972-75.1% |
| Participation rate | 28.6% | 82.0%-53.5pp | 76.7%-48.1pp | 83.0%-54.4pp |
| Annual return | 4.88% | 25.14%-20.3pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,980 | $5,543-64.3% | $4,797-58.7% | $5,287-62.6% |
| Admin fee / account holder | $6,048 | $10,846-44.2% | $8,520-29.0% | $10,133-40.3% |