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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 | $71,900 | $95,453-24.7% | $112,040-35.8% | $82,448-12.8% |
| Participation rate | 31.0% | 72.8%-41.7pp | 76.5%-45.5pp | 68.1%-37.0pp |
| Annual return | 23.39% | 23.92%-0.5pp | 24.52%-1.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,782 | $4,224-34.1% | $5,098-45.4% | $4,139-32.8% |
| Admin fee / account holder | $316 | $9,013-96.5% | $12,098-97.4% | $7,234-95.6% |