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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 | $67,188 | $69,444-3.2% | $92,985-27.7% | $87,485-23.2% |
| Participation rate | 19.0% | 63.3%-44.3pp | 69.5%-50.5pp | 68.9%-50.0pp |
| Annual return | 16.65% | 23.85%-7.2pp | 27.99%-11.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,423 | $3,364-57.7% | $4,377-67.5% | $4,274-66.7% |
| Admin fee / account holder | $851 | $6,137-86.1% | $9,463-91.0% | $7,775-89.1% |