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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 | $67,702 | $48,078+40.8% | $78,676-13.9% | $62,881+7.7% |
| Participation rate | 51.8% | 65.2%-13.4pp | 73.6%-21.8pp | 69.3%-17.5pp |
| Annual return | 5.62% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,891 | $2,587+11.7% | $3,517-17.8% | $3,203-9.7% |
| Admin fee / account holder | $1,610 | $3,206-49.8% | $4,510-64.3% | $4,296-62.5% |