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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 | $60,722 | $47,848+26.9% | $81,473-25.5% | $70,126-13.4% |
| Participation rate | 48.5% | 58.3%-9.8pp | 68.0%-19.5pp | 69.5%-21.1pp |
| Annual return | 18.63% | 27.25%-8.6pp | 38.78%-20.1pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,399 | $2,453+160.9% | $3,537+80.9% | $3,332+92.1% |
| Admin fee / account holder | $5,483 | $3,145+74.3% | $4,561+20.2% | $4,645+18.0% |