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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 | $84,744 | $83,898+1.0% | $133,346-36.4% | $94,015-9.9% |
| Participation rate | 47.1% | 63.4%-16.2pp | 72.8%-25.7pp | 70.8%-23.7pp |
| Annual return | 14.14% | 16.00%-1.9pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,241 | $3,245-0.1% | $4,332-25.2% | $4,249-23.7% |
| Admin fee / account holder | $645 | $7,809-91.7% | $14,264-95.5% | $8,951-92.8% |