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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 | $64,711 | $57,065+13.4% | $75,670-14.5% | $70,131-7.7% |
| Participation rate | 25.6% | 68.1%-42.4pp | 72.3%-46.7pp | 69.5%-43.9pp |
| Annual return | 16.42% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,598 | $2,580-38.1% | $3,142-49.1% | $3,332-52.0% |
| Admin fee / account holder | $1,515 | $3,825-60.4% | $5,800-73.9% | $4,645-67.4% |