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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 | $44,954 | $65,364-31.2% | $92,909-51.6% | $72,975-38.4% |
| Participation rate | 60.9% | 68.3%-7.4pp | 76.0%-15.1pp | 69.5%-8.6pp |
| Annual return | 18.51% | 42.11%-23.6pp | 109.44%-90.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,563 | $3,128-18.1% | $4,238-39.5% | $3,608-29.0% |
| Admin fee / account holder | $1,932 | $4,251-54.6% | $5,795-66.7% | $5,124-62.3% |