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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 | $61,046 | $56,894+7.3% | $84,753-28.0% | $62,881-2.9% |
| Participation rate | 47.2% | 68.5%-21.3pp | 76.6%-29.4pp | 69.3%-22.1pp |
| Annual return | 5.92% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,624 | $2,709-3.2% | $3,712-29.3% | $3,203-18.1% |
| Admin fee / account holder | $10,250 | $3,581+186.2% | $5,333+92.2% | $4,296+138.6% |