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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 | $63,879 | $43,075+48.3% | $74,577-14.3% | $62,881+1.6% |
| Participation rate | 50.9% | 58.1%-7.1pp | 68.1%-17.2pp | 69.3%-18.4pp |
| Annual return | 8.36% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,575 | $2,389+258.9% | $3,458+148.0% | $3,203+167.7% |
| Admin fee / account holder | $1,810 | $2,840-36.2% | $4,138-56.2% | $4,296-57.9% |