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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 | $73,954 | $59,839+23.6% | $81,988-9.8% | $79,858-7.4% |
| Participation rate | 30.6% | 61.6%-31.1pp | 69.3%-38.7pp | 69.6%-39.1pp |
| Annual return | 12.77% | 17.56%-4.8pp | 41.31%-28.5pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,308 | $2,695-14.4% | $3,722-38.0% | $3,740-38.3% |
| Admin fee / account holder | $660 | $4,287-84.6% | $5,665-88.3% | $5,306-87.6% |