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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 | $59,379 | $45,312+31.0% | $86,233-31.1% | $67,986-12.7% |
| Participation rate | 41.3% | 42.4%-1.1pp | 69.0%-27.7pp | 57.2%-15.9pp |
| Annual return | 18.00% | 24.79%-6.8pp | 61.39%-43.4pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,253 | $2,185+94.7% | $4,559-6.7% | $3,358+26.7% |
| Admin fee / account holder | $2,785 | $3,295-15.5% | $8,342-66.6% | $3,203-13.0% |