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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 | $65,980 | $99,345-33.6% | $84,753-22.1% | $273,972-75.9% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 5.81% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,166 | $4,270-72.7% | $3,712-68.6% | $5,287-77.9% |
| Admin fee / account holder | $3,166 | $6,645-52.4% | $5,333-40.6% | $10,133-68.8% |