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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 | $64,805 | $108,825-40.4% | $156,181-58.5% | $82,448-21.4% |
| Participation rate | 35.1% | 72.4%-37.3pp | 78.8%-43.8pp | 68.1%-33.0pp |
| Annual return | 18.60% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,438 | $4,577-46.7% | $6,132-60.2% | $4,139-41.1% |
| Admin fee / account holder | $9,078 | $9,341-2.8% | $14,586-37.8% | $7,234+25.5% |