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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 | $69,247 | $86,940-20.4% | $102,434-32.4% | $80,935-14.4% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.7pp | 67.7%-44.8pp |
| Annual return | 13.67% | 18.89%-5.2pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,986 | $4,121-51.8% | $5,055-60.7% | $4,299-53.8% |
| Admin fee / account holder | $12,005 | $8,047+49.2% | $9,462+26.9% | $6,924+73.4% |