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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 | $57,590+3.5% | $86,233-30.9% | $82,448-27.7% |
| Participation rate | 31.5% | 57.9%-26.4pp | 69.0%-37.5pp | 68.1%-36.6pp |
| Annual return | 15.88% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,346 | $3,080+8.6% | $4,559-26.6% | $4,139-19.2% |
| Admin fee / account holder | $12,888 | $4,730+172.4% | $8,342+54.5% | $7,234+78.1% |