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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 | $53,356 | $74,535-28.4% | $100,712-47.0% | $82,637-35.4% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 15.38% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,319 | $3,074+40.5% | $4,085+5.7% | $4,126+4.7% |
| Admin fee / account holder | $5,836 | $6,576-11.3% | $9,256-37.0% | $7,339-20.5% |