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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 | $52,439 | $46,599+12.5% | $64,101-18.2% | $75,173-30.2% |
| Participation rate | 22.9% | 65.9%-43.1pp | 72.3%-49.5pp | 67.2%-44.3pp |
| Annual return | 14.54% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,403 | $2,837-15.3% | $3,881-38.1% | $4,126-41.8% |
| Admin fee / account holder | $759 | $2,956-74.3% | $3,070-75.3% | $5,651-86.6% |