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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 | $72,363 | $48,078+50.5% | $78,676-8.0% | $62,881+15.1% |
| Participation rate | 45.7% | 65.2%-19.5pp | 73.6%-27.9pp | 69.3%-23.6pp |
| Annual return | 8.72% | 31.36%-22.6pp | 62.19%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,007 | $2,587-22.4% | $3,517-42.9% | $3,203-37.3% |
| Admin fee / account holder | $1,855 | $3,206-42.1% | $4,510-58.9% | $4,296-56.8% |