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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 | $65,107 | $56,054+16.2% | $171,082-61.9% | $62,881+3.5% |
| Participation rate | 21.9% | 62.9%-41.0pp | 76.7%-54.8pp | 69.3%-47.4pp |
| Annual return | 21.78% | 22.52%-0.7pp | 32.56%-10.8pp | 20.14%+1.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,117 | $3,158-64.6% | $4,797-76.7% | $3,203-65.1% |
| Admin fee / account holder | $9,656 | $3,647+164.8% | $8,520+13.3% | $4,296+124.8% |