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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 | $79,453 | $56,287+41.2% | $80,977-1.9% | $62,881+26.4% |
| Participation rate | 48.8% | 68.9%-20.2pp | 75.8%-27.0pp | 69.3%-20.5pp |
| Annual return | 5.82% | 22.13%-16.3pp | 17.11%-11.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,006 | $4,196-28.4% | $5,696-47.2% | $3,203-6.2% |
| Admin fee / account holder | $1,351 | $3,742-63.9% | $5,517-75.5% | $4,296-68.6% |