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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 | $62,661 | $86,341-27.4% | $125,192-49.9% | $65,185-3.9% |
| Participation rate | 38.0% | 75.3%-37.3pp | 79.8%-41.8pp | 70.2%-32.2pp |
| Annual return | 23.32% | 27.44%-4.1pp | 43.79%-20.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,362 | $3,538+23.3% | $4,937-11.7% | $3,514+24.1% |
| Admin fee / account holder | $1,246 | $609+104.4% | $9,704-87.2% | $847+47.0% |