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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 | $75,632 | $65,364+15.7% | $92,909-18.6% | $72,975+3.6% |
| Participation rate | 41.0% | 68.3%-27.3pp | 76.0%-35.0pp | 69.5%-28.5pp |
| Annual return | 21.73% | 42.11%-20.4pp | 109.44%-87.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,673 | $3,128-14.6% | $4,238-36.9% | $3,608-25.9% |
| Admin fee / account holder | $1,825 | $4,251-57.1% | $5,795-68.5% | $5,124-64.4% |