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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 | $70,215 | $86,949-19.2% | $102,460-31.5% | $80,959-13.3% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.7%-3.2pp |
| Annual return | 15.43% | 18.89%-3.5pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,030 | $4,121-26.5% | $5,056-40.1% | $4,300-29.5% |
| Admin fee / account holder | $1,527 | $8,048-81.0% | $9,460-83.9% | $6,925-78.0% |