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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 | $60,656 | $77,472-21.7% | $100,415-39.6% | $80,959-25.1% |
| Participation rate | 59.0% | 76.9%-18.0pp | 81.5%-22.5pp | 67.7%-8.7pp |
| Annual return | 17.83% | 37.26%-19.4pp | 49.47%-31.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,630 | $6,818-2.7% | $8,091-18.1% | $4,300+54.2% |
| Admin fee / account holder | $3,447 | $5,885-41.4% | $7,906-56.4% | $6,925-50.2% |