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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 | $45,977 | $83,485-44.9% | $125,192-63.3% | $72,975-37.0% |
| Participation rate | 67.2% | 73.3%-6.1pp | 79.8%-12.6pp | 69.5%-2.3pp |
| Annual return | 25.69% | 25.77%-0.1pp | 43.79%-18.1pp | 81.01%-55.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,611 | $3,586-27.2% | $4,937-47.1% | $3,608-27.6% |
| Admin fee / account holder | $1,632 | $5,518-70.4% | $9,704-83.2% | $5,124-68.1% |