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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 | $78,911 | $81,403-3.1% | $147,027-46.3% | $87,485-9.8% |
| Participation rate | 40.0% | 63.4%-23.4pp | 73.7%-33.7pp | 68.9%-28.9pp |
| Annual return | 11.42% | 16.51%-5.1pp | 20.23%-8.8pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,825 | $3,315-45.0% | $4,933-63.0% | $4,274-57.3% |
| Admin fee / account holder | $6,193 | $6,755-8.3% | $12,223-49.3% | $7,775-20.3% |