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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 | $63,648 | $64,501-1.3% | $108,753-41.5% | $65,306-2.5% |
| Participation rate | 38.0% | 50.8%-12.8pp | 71.1%-33.1pp | 57.7%-19.7pp |
| Annual return | 15.15% | 21.09%-5.9pp | 37.47%-22.3pp | 21.94%-6.8pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,292 | $2,401+37.1% | $4,115-20.0% | $2,959+11.2% |
| Admin fee / account holder | $5,427 | $4,971+9.2% | $10,320-47.4% | $3,480+56.0% |