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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 | $60,490 | $64,359-6.0% | $90,161-32.9% | $70,126-13.7% |
| Participation rate | 54.1% | 70.4%-16.4pp | 76.9%-22.8pp | 69.5%-15.5pp |
| Annual return | 17.27% | 28.13%-10.9pp | 34.89%-17.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,214 | $4,389+41.6% | $5,287+17.5% | $3,332+86.5% |
| Admin fee / account holder | $1,926 | $3,945-51.2% | $5,943-67.6% | $4,645-58.5% |