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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 | $65,334 | $88,707-26.3% | $74,184-11.9% | $273,972-76.2% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 4.72% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,850 | $4,212-8.6% | $3,550+8.5% | $5,287-27.2% |
| Admin fee / account holder | $1,087 | $8,717-87.5% | $5,586-80.5% | $10,133-89.3% |