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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 | $72,874 | $65,361+11.5% | $92,903-21.6% | $72,983-0.1% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 18.16% | 42.11%-23.9pp | 109.43%-91.3pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,251 | $3,128+3.9% | $4,238-23.3% | $3,608-9.9% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,795-84.0% | $5,124-81.9% |