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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 | $47,058 | $81,457-42.2% | $103,378-54.5% | $80,911-41.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 14.59% | 25.58%-11.0pp | 24.91%-10.3pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,453 | $3,871-36.6% | $5,058-51.5% | $4,297-42.9% |
| Admin fee / account holder | $1,469 | $6,717-78.1% | $8,401-82.5% | $6,935-78.8% |