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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 | $57,182 | $64,909-11.9% | $82,312-30.5% | $62,293-8.2% |
| Participation rate | 53.6% | 74.9%-21.3pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 23.55% | 21.18%+2.4pp | 25.88%-2.3pp | 28.90%-5.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,388 | $3,103+138.1% | $3,706+99.3% | $3,169+133.1% |
| Admin fee / account holder | $2,990 | $440+580.2% | $5,608-46.7% | $479+523.8% |