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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 | $61,623 | $73,787-16.5% | $98,716-37.6% | $82,448-25.3% |
| Participation rate | 28.8% | 61.4%-32.6pp | 69.3%-40.5pp | 68.1%-39.3pp |
| Annual return | 24.20% | 18.57%+5.6pp | 31.81%-7.6pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,129 | $3,081+1.6% | $4,048-22.7% | $4,139-24.4% |
| Admin fee / account holder | $20,452 | $6,500+214.6% | $8,703+135.0% | $7,234+182.7% |