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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 | $82,281 | $76,834+7.1% | $108,359-24.1% | $87,485-5.9% |
| Participation rate | 51.7% | 61.7%-10.0pp | 70.1%-18.4pp | 68.9%-17.2pp |
| Annual return | 16.86% | 19.09%-2.2pp | 36.89%-20.0pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,599 | $3,100-16.2% | $4,137-37.2% | $4,274-39.2% |
| Admin fee / account holder | $1,171 | $6,537-82.1% | $9,741-88.0% | $7,775-84.9% |