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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 | $45,007 | $43,338+3.9% | $59,887-24.8% | $64,173-29.9% |
| Participation rate | 30.9% | 69.2%-38.3pp | 74.7%-43.8pp | 69.6%-38.7pp |
| Annual return | 6.09% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,443 | $2,547-43.4% | $3,402-57.6% | $3,470-58.4% |
| Admin fee / account holder | $4,639 | $3,007+54.3% | $3,591+29.2% | $4,887-5.1% |