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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 | $61,065 | $72,269-15.5% | $101,271-39.7% | $79,852-23.5% |
| Participation rate | 45.5% | 68.5%-23.0pp | 75.8%-30.4pp | 69.6%-24.2pp |
| Annual return | 18.76% | 22.29%-3.5pp | 46.48%-27.7pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,237 | $3,282-1.4% | $4,371-25.9% | $3,740-13.5% |
| Admin fee / account holder | $897 | $4,401-79.6% | $5,948-84.9% | $5,306-83.1% |