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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 | $65,540 | $72,492-9.6% | $87,102-24.8% | $72,983-10.2% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 22.66% | 24.46%-1.8pp | 28.19%-5.5pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,729 | $3,270-47.1% | $4,048-57.3% | $3,608-52.1% |
| Admin fee / account holder | $17,229 | $5,055+240.8% | $7,491+130.0% | $5,124+236.2% |