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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 | $70,573 | $97,550-27.7% | $120,344-41.4% | $87,485-19.3% |
| Participation rate | 28.8% | 72.8%-44.0pp | 76.7%-47.9pp | 68.9%-40.1pp |
| Annual return | 19.30% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,117 | $4,230+21.0% | $5,135-0.3% | $4,274+19.7% |
| Admin fee / account holder | $3,077 | $9,543-67.8% | $12,742-75.9% | $7,775-60.4% |