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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 | $65,843 | $50,175+31.2% | $99,470-33.8% | $65,185+1.0% |
| Participation rate | 34.5% | 68.4%-33.9pp | 73.8%-39.3pp | 70.2%-35.7pp |
| Annual return | 21.75% | 25.36%-3.6pp | 30.72%-9.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,365 | $2,748-50.3% | $3,619-62.3% | $3,514-61.2% |
| Admin fee / account holder | $2,905 | $398+630.8% | $6,252-53.5% | $847+242.9% |