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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 | $39,572 | $76,367-48.2% | $93,614-57.7% | $72,983-45.8% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 21.35% | 25.82%-4.5pp | 32.76%-11.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,947 | $3,538-45.0% | $4,069-52.2% | $3,608-46.0% |
| Admin fee / account holder | $1,619 | $6,838-76.3% | $7,889-79.5% | $5,124-68.4% |