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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 | $42,416 | $76,371-44.5% | $93,621-54.7% | $72,975-41.9% |
| Participation rate | 59.5% | 71.8%-12.3pp | 75.8%-16.4pp | 69.5%-10.0pp |
| Annual return | 23.46% | 25.82%-2.4pp | 32.76%-9.3pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,703 | $3,538-51.9% | $4,070-58.2% | $3,608-52.8% |
| Admin fee / account holder | $2,849 | $6,839-58.3% | $7,890-63.9% | $5,124-44.4% |