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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 | $58,759 | $39,132+50.2% | $57,196+2.7% | $62,881-6.6% |
| Participation rate | 55.3% | 70.5%-15.2pp | 75.3%-20.1pp | 69.3%-14.0pp |
| Annual return | 10.75% | 9.24%+1.5pp | 14.59%-3.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,381 | $2,374+0.3% | $3,096-23.1% | $3,203-25.7% |
| Admin fee / account holder | $346 | $2,594-86.7% | $3,141-89.0% | $4,296-91.9% |