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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 | $78,490 | $112,729-30.4% | $98,716-20.5% | $137,256-42.8% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 17.47% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,221 | $4,640+34.1% | $4,048+53.7% | $6,407-2.9% |
| Admin fee / account holder | $768 | $10,129-92.4% | $8,703-91.2% | $12,270-93.7% |