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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 | $76,224 | $108,825-30.0% | $156,181-51.2% | $82,448-7.5% |
| Participation rate | 37.6% | 72.4%-34.7pp | 78.8%-41.2pp | 68.1%-30.4pp |
| Annual return | 16.78% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,543 | $4,577-22.6% | $6,132-42.2% | $4,139-14.4% |
| Admin fee / account holder | $2,299 | $9,341-75.4% | $14,586-84.2% | $7,234-68.2% |