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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 | $30,613 | $56,054-45.4% | $171,082-82.1% | $62,881-51.3% |
| Participation rate | 68.8% | 62.9%+5.9pp | 76.7%-7.9pp | 69.3%-0.6pp |
| Annual return | 9.95% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,753 | $3,158+50.5% | $4,797-0.9% | $3,203+48.4% |
| Admin fee / account holder | $4,261 | $3,647+16.8% | $8,520-50.0% | $4,296-0.8% |