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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 | $62,537 | $80,983-22.8% | $96,544-35.2% | $75,177-16.8% |
| Participation rate | 46.0% | 71.8%-25.8pp | 76.0%-30.0pp | 67.2%-21.2pp |
| Annual return | 13.63% | 27.05%-13.4pp | 25.88%-12.3pp | 160.75%-147.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,489 | $3,929-11.2% | $4,851-28.1% | $4,126-15.5% |
| Admin fee / account holder | $624 | $6,717-90.7% | $8,254-92.4% | $5,651-89.0% |