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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 | $64,460 | $81,504-20.9% | $102,437-37.1% | $80,959-20.4% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 13.09% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,217 | $3,871-42.7% | $5,060-56.2% | $4,300-48.5% |
| Admin fee / account holder | $3,375 | $6,719-49.8% | $8,388-59.8% | $6,925-51.3% |