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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 | $38,205 | $54,757-30.2% | $90,300-57.7% | $72,983-47.7% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 24.83% | 30.63%-5.8pp | 78.11%-53.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,341 | $2,887+119.7% | $3,884+63.2% | $3,608+75.8% |
| Admin fee / account holder | $2,255 | $3,972-43.2% | $5,353-57.9% | $5,124-56.0% |