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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 | $55,746 | $97,550-42.9% | $120,344-53.7% | $87,485-36.3% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.7%-18.4pp | 68.9%-10.6pp |
| Annual return | 15.95% | 18.41%-2.5pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,531 | $4,230+78.0% | $5,135+46.7% | $4,274+76.2% |
| Admin fee / account holder | $11,972 | $9,543+25.5% | $12,742-6.0% | $7,775+54.0% |