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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 | $79,867-17.6% | $120,344-45.3% | $64,340+2.3% |
| Participation rate | 54.3% | 63.0%-8.7pp | 76.7%-22.4pp | 55.2%-1.0pp |
| Annual return | 15.06% | 21.10%-6.0pp | 20.30%-5.2pp | 24.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,097 | $3,593-41.6% | $5,135-59.2% | $2,980-29.6% |
| Admin fee / account holder | $2,174 | $5,039-56.9% | $12,742-82.9% | $3,703-41.3% |