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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 | $45,658 | $77,574-41.1% | $108,753-58.0% | $86,983-47.5% |
| Participation rate | 60.8% | 62.3%-1.5pp | 71.1%-10.3pp | 69.5%-8.8pp |
| Annual return | 19.65% | 18.42%+1.2pp | 37.47%-17.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,484 | $3,128-52.6% | $4,115-63.9% | $4,194-64.6% |
| Admin fee / account holder | $4,357 | $6,529-33.3% | $10,320-57.8% | $7,856-44.5% |