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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 | $58,315 | $52,580+10.9% | $71,671-18.6% | $70,126-16.8% |
| Participation rate | 43.1% | 60.9%-17.7pp | 68.7%-25.6pp | 69.5%-26.4pp |
| Annual return | 13.07% | 20.25%-7.2pp | 20.65%-7.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,934 | $2,386-18.9% | $3,438-43.7% | $3,332-41.9% |
| Admin fee / account holder | $3,910 | $3,653+7.0% | $5,558-29.7% | $4,645-15.8% |