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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 | $57,457 | $54,368+5.7% | $117,039-50.9% | $62,293-7.8% |
| Participation rate | 47.0% | 64.9%-17.9pp | 77.2%-30.2pp | 69.5%-22.5pp |
| Annual return | 15.31% | 21.77%-6.5pp | 18.95%-3.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,565 | $2,269+13.1% | $3,929-34.7% | $3,169-19.0% |
| Admin fee / account holder | $5,508 | $493+1016.3% | $5,974-7.8% | $479+1049.1% |