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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 | $65,682 | $67,602-2.8% | $82,312-20.2% | $70,126-6.3% |
| Participation rate | 38.8% | 72.8%-34.0pp | 76.9%-38.1pp | 69.5%-30.8pp |
| Annual return | 13.37% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,469 | $2,987-50.8% | $3,706-60.4% | $3,332-55.9% |
| Admin fee / account holder | $3,724 | $4,512-17.5% | $5,608-33.6% | $4,645-19.8% |