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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 | $73,791 | $78,027-5.4% | $178,528-58.7% | $80,925-8.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 17.89% | 18.09%-0.2pp | 27.11%-9.2pp | 35.65%-17.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,386 | $4,408-23.2% | $6,278-46.1% | $4,299-21.2% |
| Admin fee / account holder | $613 | $7,168-91.4% | $10,419-94.1% | $6,940-91.2% |