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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 | $79,511 | $72,492+9.7% | $87,104-8.7% | $72,975+9.0% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 20.54% | 24.46%-3.9pp | 28.19%-7.6pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,150 | $3,270-34.2% | $4,048-46.9% | $3,608-40.4% |
| Admin fee / account holder | $3,111 | $5,055-38.5% | $7,491-58.5% | $5,124-39.3% |