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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 | $60,991 | $86,341-29.4% | $125,192-51.3% | $65,185-6.4% |
| Participation rate | 69.9% | 75.3%-5.4pp | 79.8%-9.9pp | 70.2%-0.3pp |
| Annual return | 20.13% | 27.44%-7.3pp | 43.79%-23.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,644 | $3,538-25.3% | $4,937-46.5% | $3,514-24.8% |
| Admin fee / account holder | $1,348 | $609+121.1% | $9,704-86.1% | $847+59.1% |