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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 | $62,969 | $67,606-6.9% | $82,313-23.5% | $70,124-10.2% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.5pp |
| Annual return | 19.76% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,962 | $2,987-34.3% | $3,706-47.1% | $3,332-41.1% |
| Admin fee / account holder | $4,509 | $4,512-0.1% | $5,608-19.6% | $4,645-2.9% |