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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 | $69,953 | $52,580+33.0% | $71,671-2.4% | $70,126-0.2% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 17.90% | 20.25%-2.3pp | 20.65%-2.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,354 | $2,386-43.3% | $3,438-60.6% | $3,332-59.4% |
| Admin fee / account holder | $5,821 | $3,653+59.4% | $5,558+4.7% | $4,645+25.3% |