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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 | $45,305 | $76,834-41.0% | $108,359-58.2% | $87,485-48.2% |
| Participation rate | 62.5% | 61.7%+0.8pp | 70.1%-7.6pp | 68.9%-6.4pp |
| Annual return | 17.43% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,615 | $3,100-47.9% | $4,137-61.0% | $4,274-62.2% |
| Admin fee / account holder | $512 | $6,537-92.2% | $9,741-94.7% | $7,775-93.4% |