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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 | $56,892 | $63,314-10.1% | $91,004-37.5% | $62,293-8.7% |
| Participation rate | 54.2% | 73.3%-19.1pp | 75.6%-21.4pp | 69.5%-15.3pp |
| Annual return | 22.91% | 21.00%+1.9pp | 4.60%+18.3pp | 28.90%-6.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,074 | $2,944-29.5% | $3,548-41.5% | $3,169-34.6% |
| Admin fee / account holder | $3,255 | $468+596.1% | $5,417-39.9% | $479+579.0% |