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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 | $72,287 | $161,352-55.2% | $134,172-46.1% | $137,256-47.3% |
| Participation rate | 55.6% | 78.3%-22.7pp | 72.5%-16.9pp | 80.0%-24.4pp |
| Annual return | 13.52% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,189 | $5,552-60.6% | $4,690-53.3% | $6,407-65.8% |
| Admin fee / account holder | $2,192 | $15,028-85.4% | $12,016-81.8% | $12,270-82.1% |