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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 | $37,180 | $74,535-50.1% | $100,712-63.1% | $82,637-55.0% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 16.42% | 18.92%-2.5pp | 33.27%-16.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,581 | $3,074+49.0% | $4,085+12.1% | $4,126+11.0% |
| Admin fee / account holder | $665 | $6,576-89.9% | $9,256-92.8% | $7,339-90.9% |