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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 | $55,931 | $76,551-26.9% | $123,894-54.9% | $62,881-11.1% |
| Participation rate | 58.2% | 73.0%-14.8pp | 81.4%-23.2pp | 69.3%-11.1pp |
| Annual return | 8.71% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,261 | $4,840-32.6% | $5,984-45.5% | $3,203+1.8% |
| Admin fee / account holder | $5,340 | $4,826+10.7% | $8,357-36.1% | $4,296+24.3% |