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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 | $64,327 | $57,061+12.7% | $85,063-24.4% | $80,911-20.5% |
| Participation rate | 53.1% | 56.3%-3.2pp | 67.5%-14.4pp | 67.6%-14.5pp |
| Annual return | 10.84% | 21.66%-10.8pp | 66.54%-55.7pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,463 | $3,110+11.3% | $4,523-23.4% | $4,297-19.4% |
| Admin fee / account holder | $1,232 | $4,986-75.3% | $6,155-80.0% | $6,935-82.2% |