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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 | $72,495 | $108,825-33.4% | $156,181-53.6% | $82,448-12.1% |
| Participation rate | 40.7% | 72.4%-31.6pp | 78.8%-38.1pp | 68.1%-27.3pp |
| Annual return | 17.76% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,437 | $4,577-3.1% | $6,132-27.6% | $4,139+7.2% |
| Admin fee / account holder | $2,616 | $9,341-72.0% | $14,586-82.1% | $7,234-63.8% |