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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 | $57,119+12.6% | $85,187-24.5% | $80,935-20.5% |
| Participation rate | 53.1% | 56.4%-3.3pp | 67.5%-14.4pp | 67.7%-14.5pp |
| Annual return | 10.84% | 21.70%-10.9pp | 66.67%-55.8pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,463 | $3,115+11.2% | $4,525-23.5% | $4,299-19.5% |
| Admin fee / account holder | $1,232 | $4,990-75.3% | $6,162-80.0% | $6,924-82.2% |