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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 | $64,483 | $110,212-41.5% | $96,534-33.2% | $139,466-53.8% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 16.42% | 26.42%-10.0pp | 25.88%-9.5pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,581 | $5,547-53.5% | $4,851-46.8% | $6,712-61.5% |
| Admin fee / account holder | $7,778 | $11,599-32.9% | $8,253-5.8% | $11,409-31.8% |