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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 | $62,115 | $45,082+37.8% | $69,464-10.6% | $72,975-14.9% |
| Participation rate | 48.8% | 68.5%-19.7pp | 74.6%-25.8pp | 69.5%-20.7pp |
| Annual return | 18.71% | 22.66%-4.0pp | 28.98%-10.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,148 | $2,604-17.5% | $3,536-39.3% | $3,608-40.5% |
| Admin fee / account holder | $2,267 | $3,057-25.9% | $3,840-41.0% | $5,124-55.8% |