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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 | $63,965 | $65,246-2.0% | $98,716-35.2% | $67,986-5.9% |
| Participation rate | 47.6% | 51.4%-3.9pp | 69.3%-21.7pp | 57.2%-9.6pp |
| Annual return | 15.16% | 20.58%-5.4pp | 31.81%-16.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,933 | $2,594+13.0% | $4,048-27.5% | $3,358-12.7% |
| Admin fee / account holder | $1,915 | $4,561-58.0% | $8,703-78.0% | $3,203-40.2% |