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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 | $60,860 | $52,306+16.4% | $69,779-12.8% | $62,881-3.2% |
| Participation rate | 39.6% | 67.2%-27.6pp | 71.8%-32.2pp | 69.3%-29.7pp |
| Annual return | 8.24% | 13.35%-5.1pp | 12.99%-4.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,251 | $2,395-6.0% | $2,931-23.2% | $3,203-29.7% |
| Admin fee / account holder | $9,262 | $3,691+150.9% | $4,381+111.4% | $4,296+115.6% |