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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 | $61,709 | $84,953-27.4% | $163,379-62.2% | $82,637-25.3% |
| Participation rate | 52.9% | 65.9%-13.0pp | 76.8%-23.9pp | 68.1%-15.1pp |
| Annual return | 18.81% | 23.07%-4.3pp | 63.41%-44.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,400 | $4,326+47.9% | $6,282+1.9% | $4,126+55.1% |
| Admin fee / account holder | $2,680 | $7,921-66.2% | $9,818-72.7% | $7,339-63.5% |