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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 | $65,246-2.4% | $98,716-35.5% | $67,986-6.4% |
| Participation rate | 38.0% | 51.4%-13.5pp | 69.3%-31.3pp | 57.2%-19.2pp |
| Annual return | 15.15% | 20.58%-5.4pp | 31.81%-16.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,292 | $2,594+26.9% | $4,048-18.7% | $3,358-2.0% |
| Admin fee / account holder | $5,427 | $4,561+19.0% | $8,703-37.6% | $3,203+69.4% |