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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 | $58,785 | $64,359-8.7% | $90,161-34.8% | $70,126-16.2% |
| Participation rate | 41.0% | 70.4%-29.4pp | 76.9%-35.8pp | 69.5%-28.5pp |
| Annual return | 17.40% | 28.13%-10.7pp | 34.89%-17.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,232 | $4,389-49.2% | $5,287-57.8% | $3,332-33.0% |
| Admin fee / account holder | $1,275 | $3,945-67.7% | $5,943-78.5% | $4,645-72.5% |