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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 | $53,958 | $81,476-33.8% | $102,383-47.3% | $80,925-33.3% |
| Participation rate | 58.8% | 66.8%-8.0pp | 74.5%-15.7pp | 67.7%-8.8pp |
| Annual return | 13.34% | 25.59%-12.3pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,891 | $3,871-51.1% | $5,060-62.6% | $4,299-56.0% |
| Admin fee / account holder | $2,565 | $6,717-61.8% | $8,391-69.4% | $6,940-63.0% |