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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 | $65,846 | $87,465-24.7% | $122,979-46.5% | $65,306+0.8% |
| Participation rate | 54.3% | 66.0%-11.7pp | 77.2%-22.9pp | 57.7%-3.4pp |
| Annual return | 15.06% | 19.76%-4.7pp | 20.12%-5.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,097 | $3,705-43.4% | $5,003-58.1% | $2,959-29.1% |
| Admin fee / account holder | $2,174 | $5,100-57.4% | $12,864-83.1% | $3,480-37.5% |