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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 | $73,225 | $81,457-10.1% | $103,378-29.2% | $80,911-9.5% |
| Participation rate | 44.8% | 66.8%-22.1pp | 74.5%-29.7pp | 67.6%-22.9pp |
| Annual return | 10.69% | 25.58%-14.9pp | 24.91%-14.2pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,129 | $3,871-19.2% | $5,058-38.1% | $4,297-27.2% |
| Admin fee / account holder | $1,610 | $6,717-76.0% | $8,401-80.8% | $6,935-76.8% |