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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 | $55,576 | $73,988-24.9% | $96,538-42.4% | $75,177-26.1% |
| Participation rate | 7.1% | 66.4%-59.3pp | 74.3%-67.2pp | 67.2%-60.1pp |
| Annual return | 19.02% | 26.73%-7.7pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,103 | $3,660-42.5% | $4,880-56.9% | $4,126-49.0% |
| Admin fee / account holder | $495 | $5,220-90.5% | $6,737-92.7% | $5,651-91.2% |