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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 | $70,281 | $74,535-5.7% | $100,712-30.2% | $82,637-15.0% |
| Participation rate | 41.0% | 61.2%-20.2pp | 69.3%-28.3pp | 68.1%-27.1pp |
| Annual return | 18.36% | 18.92%-0.6pp | 33.27%-14.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,557 | $3,074-16.8% | $4,085-37.4% | $4,126-38.0% |
| Admin fee / account holder | $3,707 | $6,576-43.6% | $9,256-60.0% | $7,339-49.5% |