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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 | $74,290 | $47,848+55.3% | $81,473-8.8% | $70,126+5.9% |
| Participation rate | 48.1% | 58.3%-10.1pp | 68.0%-19.8pp | 69.5%-21.4pp |
| Annual return | 17.03% | 27.25%-10.2pp | 38.78%-21.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,756 | $2,453-28.4% | $3,537-50.3% | $3,332-47.3% |
| Admin fee / account holder | $733 | $3,145-76.7% | $4,561-83.9% | $4,645-84.2% |