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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 | $66,945 | $63,845+4.9% | $81,370-17.7% | $80,959-17.3% |
| Participation rate | 43.8% | 63.9%-20.0pp | 69.5%-25.7pp | 67.7%-23.8pp |
| Annual return | 15.62% | 16.37%-0.8pp | 24.85%-9.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,951 | $3,093-4.6% | $3,885-24.1% | $4,300-31.4% |
| Admin fee / account holder | $1,187 | $5,688-79.1% | $5,749-79.4% | $6,925-82.9% |