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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 | $42,474 | $67,602-37.2% | $82,312-48.4% | $70,126-39.4% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.9pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,445 | $2,987-51.6% | $3,706-61.0% | $3,332-56.6% |
| Admin fee / account holder | $4,201 | $4,512-6.9% | $5,608-25.1% | $4,645-9.6% |