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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 | $51,321 | $49,025+4.7% | $87,502-41.3% | $62,881-18.4% |
| Participation rate | 44.4% | 64.9%-20.4pp | 73.8%-29.4pp | 69.3%-24.9pp |
| Annual return | 5.41% | 10.02%-4.6pp | 12.21%-6.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,742 | $2,289+19.8% | $3,149-12.9% | $3,203-14.4% |
| Admin fee / account holder | $2,552 | $4,065-37.2% | $4,221-39.5% | $4,296-40.6% |