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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 | $54,573 | $37,446+45.7% | $77,552-29.6% | $79,856-31.7% |
| Participation rate | 30.5% | 41.5%-11.0pp | 54.2%-23.7pp | 69.6%-39.1pp |
| Annual return | 11.35% | 39.76%-28.4pp | 54.82%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,874 | $1,261+48.6% | $1,861+0.7% | $3,741-49.9% |
| Admin fee / account holder | $5,967 | $2,506+138.1% | $2,859+108.7% | $5,306+12.4% |