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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 | $60,967 | $78,015-21.9% | $178,505-65.8% | $80,959-24.7% |
| Participation rate | 40.8% | 65.7%-24.9pp | 77.1%-36.3pp | 67.7%-26.9pp |
| Annual return | 13.15% | 18.10%-4.9pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,053 | $4,406-53.4% | $6,280-67.3% | $4,300-52.3% |
| Admin fee / account holder | $8,428 | $7,160+17.7% | $10,428-19.2% | $6,925+21.7% |