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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 | $64,061 | $78,520-18.4% | $96,576-33.7% | $82,448-22.3% |
| Participation rate | 65.4% | 77.7%-12.3pp | 81.4%-16.1pp | 68.1%-2.7pp |
| Annual return | 16.06% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,831 | $6,754-13.7% | $7,956-26.7% | $4,139+40.9% |
| Admin fee / account holder | $3,465 | $13,455-74.2% | $11,381-69.6% | $7,234-52.1% |