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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 | $68,150 | $55,713+22.3% | $75,901-10.2% | $72,975-6.6% |
| Participation rate | 36.5% | 61.1%-24.6pp | 69.3%-32.8pp | 69.5%-33.0pp |
| Annual return | 33.72% | 27.60%+6.1pp | 30.76%+3.0pp | 81.01%-47.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,328 | $2,634-49.6% | $3,603-63.2% | $3,608-63.2% |
| Admin fee / account holder | $5,623 | $3,980+41.3% | $5,420+3.7% | $5,124+9.7% |