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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 | $67,163 | $86,949-22.8% | $102,460-34.4% | $80,959-17.0% |
| Participation rate | 17.5% | 72.4%-54.9pp | 76.5%-59.0pp | 67.7%-50.2pp |
| Annual return | 11.49% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,432 | $4,121-41.0% | $5,056-51.9% | $4,300-43.5% |
| Admin fee / account holder | $6,020 | $8,048-25.2% | $9,460-36.4% | $6,925-13.1% |