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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 | $78,013-5.4% | $178,449-58.6% | $80,911-8.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.6%-27.6pp |
| Annual return | 17.89% | 18.07%-0.2pp | 27.09%-9.2pp | 35.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,386 | $4,408-23.2% | $6,277-46.0% | $4,297-21.2% |
| Admin fee / account holder | $613 | $7,166-91.4% | $10,362-94.1% | $6,935-91.2% |