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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 | $57,464 | $67,606-15.0% | $82,313-30.2% | $70,124-18.1% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.9%-25.7pp | 69.5%-18.3pp |
| Annual return | 16.92% | 21.57%-4.6pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,414 | $2,987+114.7% | $3,706+73.1% | $3,332+92.5% |
| Admin fee / account holder | $1,304 | $4,512-71.1% | $5,608-76.8% | $4,645-71.9% |