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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 | $64,518 | $78,015-17.3% | $178,505-63.9% | $80,959-20.3% |
| Participation rate | 53.8% | 65.7%-11.8pp | 77.1%-23.3pp | 67.7%-13.8pp |
| Annual return | 11.59% | 18.10%-6.5pp | 27.16%-15.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,078 | $4,406+15.3% | $6,280-19.1% | $4,300+18.1% |
| Admin fee / account holder | $1,844 | $7,160-74.2% | $10,428-82.3% | $6,925-73.4% |