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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 | $57,023 | $80,983-29.6% | $96,544-40.9% | $75,177-24.1% |
| Participation rate | 35.4% | 71.8%-36.4pp | 76.0%-40.6pp | 67.2%-31.8pp |
| Annual return | 15.16% | 27.05%-11.9pp | 25.88%-10.7pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,099 | $3,929-46.6% | $4,851-56.7% | $4,126-49.1% |
| Admin fee / account holder | $864 | $6,717-87.1% | $8,254-89.5% | $5,651-84.7% |