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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 | $62,882 | $124,980-49.7% | $108,359-42.0% | $154,746-59.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 21.05% | 45.00%-24.0pp | 36.89%-15.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,353 | $4,743-71.5% | $4,137-67.3% | $6,730-79.9% |
| Admin fee / account holder | $14,043 | $11,502+22.1% | $9,741+44.2% | $14,365-2.2% |