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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 | $60,667 | $101,798-40.4% | $165,071-63.2% | $80,935-25.0% |
| Participation rate | 36.4% | 71.8%-35.5pp | 78.6%-42.3pp | 67.7%-31.3pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.17%-53.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,353 | $4,476+64.3% | $6,035+21.8% | $4,299+71.0% |
| Admin fee / account holder | $9,432 | $8,221+14.7% | $12,695-25.7% | $6,924+36.2% |