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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 | $66,018 | $65,364+1.0% | $92,909-28.9% | $72,975-9.5% |
| Participation rate | 51.4% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.1pp |
| Annual return | 24.34% | 42.11%-17.8pp | 109.44%-85.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,925 | $3,128-6.5% | $4,238-31.0% | $3,608-18.9% |
| Admin fee / account holder | $2,881 | $4,251-32.2% | $5,795-50.3% | $5,124-43.8% |