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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 | $56,352 | $63,365-11.1% | $91,994-38.7% | $72,975-22.8% |
| Participation rate | 63.9% | 72.5%-8.6pp | 78.6%-14.7pp | 69.5%-5.6pp |
| Annual return | 25.02% | 35.35%-10.3pp | 69.04%-44.0pp | 81.01%-56.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,589 | $4,883-6.0% | $5,924-22.5% | $3,608+27.2% |
| Admin fee / account holder | $2,264 | $4,670-51.5% | $7,744-70.8% | $5,124-55.8% |