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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 | $73,487 | $76,551-4.0% | $123,894-40.7% | $62,881+16.9% |
| Participation rate | 36.6% | 73.0%-36.4pp | 81.4%-44.9pp | 69.3%-32.7pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,941 | $4,840-39.2% | $5,984-50.9% | $3,203-8.2% |
| Admin fee / account holder | $5,825 | $4,826+20.7% | $8,357-30.3% | $4,296+35.6% |