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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 | $70,218 | $79,961-12.2% | $98,462-28.7% | $75,177-6.6% |
| Participation rate | 36.2% | 70.4%-34.2pp | 75.2%-39.0pp | 67.2%-31.0pp |
| Annual return | 16.19% | 19.75%-3.6pp | 21.17%-5.0pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,811 | $3,753+1.6% | $4,738-19.6% | $4,126-7.6% |
| Admin fee / account holder | $1,996 | $6,842-70.8% | $8,875-77.5% | $5,651-64.7% |