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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 | $68,220 | $56,287+21.2% | $80,977-15.8% | $62,881+8.5% |
| Participation rate | 40.0% | 68.9%-28.9pp | 75.8%-35.8pp | 69.3%-29.3pp |
| Annual return | 12.40% | 22.13%-9.7pp | 17.11%-4.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,615 | $4,196+57.7% | $5,696+16.1% | $3,203+106.5% |
| Admin fee / account holder | $2,866 | $3,742-23.4% | $5,517-48.1% | $4,296-33.3% |