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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 | $73,787-38.6% | $98,716-54.1% | $82,448-45.1% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 17.43% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,615 | $3,081-47.6% | $4,048-60.1% | $4,139-61.0% |
| Admin fee / account holder | $512 | $6,500-92.1% | $8,703-94.1% | $7,234-92.9% |