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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 | $35,462 | $56,287-37.0% | $80,977-56.2% | $62,881-43.6% |
| Participation rate | 65.8% | 68.9%-3.2pp | 75.8%-10.0pp | 69.3%-3.5pp |
| Annual return | 8.51% | 22.13%-13.6pp | 17.11%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,982 | $4,196-5.1% | $5,696-30.1% | $3,203+24.3% |
| Admin fee / account holder | $1,472 | $3,742-60.7% | $5,517-73.3% | $4,296-65.7% |