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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 | $66,211 | $106,749-38.0% | $145,433-54.5% | $82,448-19.7% |
| Participation rate | 47.5% | 75.6%-28.1pp | 82.1%-34.6pp | 68.1%-20.6pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,321 | $6,519-18.4% | $7,897-32.6% | $4,139+28.5% |
| Admin fee / account holder | $7,655 | $8,390-8.8% | $13,129-41.7% | $7,234+5.8% |