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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 | $58,006 | $53,777+7.9% | $134,155-56.8% | $79,858-27.4% |
| Participation rate | 45.2% | 58.8%-13.6pp | 72.2%-27.0pp | 69.6%-24.5pp |
| Annual return | 16.50% | 19.01%-2.5pp | 36.34%-19.8pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,849 | $2,420-23.6% | $3,500-47.2% | $3,740-50.6% |
| Admin fee / account holder | $6,580 | $3,984+65.2% | $6,685-1.6% | $5,306+24.0% |