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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 | $60,278 | $73,787-18.3% | $98,716-38.9% | $82,448-26.9% |
| Participation rate | 55.8% | 61.4%-5.6pp | 69.3%-13.5pp | 68.1%-12.3pp |
| Annual return | 19.90% | 18.57%+1.3pp | 31.81%-11.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,185 | $3,081+3.4% | $4,048-21.3% | $4,139-23.0% |
| Admin fee / account holder | $7,893 | $6,500+21.4% | $8,703-9.3% | $7,234+9.1% |