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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 | $60,916 | $73,978-17.7% | $96,515-36.9% | $75,173-19.0% |
| Participation rate | 47.5% | 66.4%-18.9pp | 74.3%-26.8pp | 67.2%-19.7pp |
| Annual return | 18.86% | 26.72%-7.9pp | 35.73%-16.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,735 | $3,660+84.0% | $4,880+38.0% | $4,126+63.2% |
| Admin fee / account holder | $2,176 | $5,219-58.3% | $6,735-67.7% | $5,651-61.5% |