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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 | $58,952 | $75,963-22.4% | $97,995-39.8% | $70,126-15.9% |
| Participation rate | 58.1% | 77.0%-18.9pp | 82.4%-24.3pp | 69.5%-11.5pp |
| Annual return | 17.20% | 19.26%-2.1pp | 23.94%-6.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,235 | $4,053+78.5% | $5,097+42.0% | $3,332+117.2% |
| Admin fee / account holder | $3,320 | $5,407-38.6% | $5,943-44.1% | $4,645-28.5% |