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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 | $72,074 | $45,087+59.9% | $69,483+3.7% | $72,976-1.2% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 6.10% | 22.67%-16.6pp | 28.99%-22.9pp | 81.02%-74.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,448 | $2,603-6.0% | $3,537-30.8% | $3,608-32.2% |
| Admin fee / account holder | $1,686 | $3,057-44.8% | $3,841-56.1% | $5,124-67.1% |