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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 | $60,127 | $68,868-12.7% | $183,328-67.2% | $67,986-11.6% |
| Participation rate | 40.6% | 57.0%-16.4pp | 77.3%-36.7pp | 57.2%-16.6pp |
| Annual return | 16.63% | 28.80%-12.2pp | 29.67%-13.0pp | 31.67%-15.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,465 | $4,364+2.3% | $6,795-34.3% | $3,358+33.0% |
| Admin fee / account holder | $3,116 | $3,805-18.1% | $21,427-85.5% | $3,203-2.7% |