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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 | $59,587 | $63,949-6.8% | $129,031-53.8% | $94,015-36.6% |
| Participation rate | 31.5% | 63.4%-31.9pp | 73.4%-41.8pp | 70.8%-39.3pp |
| Annual return | 15.88% | 17.56%-1.7pp | 34.67%-18.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,346 | $3,686-9.2% | $5,217-35.9% | $4,249-21.3% |
| Admin fee / account holder | $12,888 | $5,523+133.3% | $13,208-2.4% | $8,951+44.0% |