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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 | $56,866 | $78,520-27.6% | $96,576-41.1% | $82,448-31.0% |
| Participation rate | 54.5% | 77.7%-23.2pp | 81.4%-26.9pp | 68.1%-13.5pp |
| Annual return | 21.37% | 41.30%-19.9pp | 38.47%-17.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,729 | $6,754+14.4% | $7,956-2.9% | $4,139+86.7% |
| Admin fee / account holder | $4,475 | $13,455-66.7% | $11,381-60.7% | $7,234-38.1% |