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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 | $63,786 | $76,551-16.7% | $123,894-48.5% | $62,881+1.4% |
| Participation rate | 65.1% | 73.0%-7.9pp | 81.4%-16.3pp | 69.3%-4.2pp |
| Annual return | 5.93% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,653 | $4,840-45.2% | $5,984-55.7% | $3,203-17.2% |
| Admin fee / account holder | $3,385 | $4,826-29.9% | $8,357-59.5% | $4,296-21.2% |