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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 | $64,821 | $101,778-36.3% | $164,975-60.7% | $80,925-19.9% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.4pp |
| Annual return | 13.10% | 16.73%-3.6pp | 70.12%-57.0pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,261 | $4,477-4.8% | $6,033-29.4% | $4,299-0.9% |
| Admin fee / account holder | $4,789 | $8,221-41.8% | $12,688-62.3% | $6,940-31.0% |