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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 | $66,140 | $76,551-13.6% | $123,894-46.6% | $62,881+5.2% |
| Participation rate | 46.4% | 73.0%-26.6pp | 81.4%-35.0pp | 69.3%-22.9pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,380 | $4,840+52.5% | $5,984+23.3% | $3,203+130.4% |
| Admin fee / account holder | $365 | $4,826-92.4% | $8,357-95.6% | $4,296-91.5% |