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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 | $54,148 | $161,352-66.4% | $134,172-59.6% | $137,256-60.5% |
| Participation rate | 61.9% | 78.3%-16.4pp | 72.5%-10.6pp | 80.0%-18.1pp |
| Annual return | 11.91% | 28.72%-16.8pp | 25.30%-13.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,103 | $5,552-62.1% | $4,690-55.2% | $6,407-67.2% |
| Admin fee / account holder | $7,656 | $15,028-49.1% | $12,016-36.3% | $12,270-37.6% |