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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 | $52,147 | $52,580-0.8% | $71,671-27.2% | $70,126-25.6% |
| Participation rate | 42.7% | 60.9%-18.2pp | 68.7%-26.1pp | 69.5%-26.9pp |
| Annual return | 16.58% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,276 | $2,386-4.6% | $3,438-33.8% | $3,332-31.7% |
| Admin fee / account holder | $1,299 | $3,653-64.4% | $5,558-76.6% | $4,645-72.0% |