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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 | $74,800 | $81,504-8.2% | $102,437-27.0% | $80,959-7.6% |
| Participation rate | 20.0% | 66.9%-46.9pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.95%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,658 | $3,871-57.2% | $5,060-67.2% | $4,300-61.4% |
| Admin fee / account holder | $857 | $6,719-87.2% | $8,388-89.8% | $6,925-87.6% |