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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 | $57,414 | $62,086-7.5% | $90,259-36.4% | $64,340-10.8% |
| Participation rate | 25.3% | 53.9%-28.6pp | 70.7%-45.4pp | 55.2%-29.9pp |
| Annual return | 14.13% | 16.73%-2.6pp | 18.88%-4.7pp | 24.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,576 | $2,557-38.4% | $3,827-58.8% | $2,980-47.1% |
| Admin fee / account holder | $1,933 | $3,317-41.7% | $7,267-73.4% | $3,703-47.8% |