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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 | $62,373 | $73,955-15.7% | $96,520-35.4% | $75,181-17.0% |
| Participation rate | 55.6% | 66.4%-10.9pp | 74.3%-18.8pp | 67.2%-11.6pp |
| Annual return | 13.79% | 26.72%-12.9pp | 35.72%-21.9pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,229 | $3,659-39.1% | $4,879-54.3% | $4,126-46.0% |
| Admin fee / account holder | $8,219 | $5,217+57.5% | $6,733+22.1% | $5,650+45.5% |