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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 | $65,268 | $56,894+14.7% | $84,753-23.0% | $62,881+3.8% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 11.60% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,438 | $2,709-46.9% | $3,712-61.3% | $3,203-55.1% |
| Admin fee / account holder | $554 | $3,581-84.5% | $5,333-89.6% | $4,296-87.1% |