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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 | $59,094 | $138,312-57.3% | $122,979-51.9% | $155,188-61.9% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 8.82% | 22.06%-13.2pp | 20.12%-11.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,976 | $5,592-46.8% | $5,003-40.5% | $6,531-54.4% |
| Admin fee / account holder | $1,987 | $15,089-86.8% | $12,864-84.6% | $14,480-86.3% |