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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 | $63,539 | $72,272-12.1% | $101,264-37.3% | $79,858-20.4% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 11.62% | 22.30%-10.7pp | 46.48%-34.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,444 | $3,282-25.5% | $4,370-44.1% | $3,740-34.7% |
| Admin fee / account holder | $496 | $4,401-88.7% | $5,947-91.7% | $5,306-90.6% |