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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 | $65,994 | $70,486-6.4% | $100,528-34.4% | $79,852-17.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 17.41% | 21.90%-4.5pp | 30.90%-13.5pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,277 | $5,182-56.1% | $6,271-63.7% | $3,740-39.1% |
| Admin fee / account holder | $5,031 | $4,480+12.3% | $8,084-37.8% | $5,306-5.2% |