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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 | $53,475 | $56,287-5.0% | $80,977-34.0% | $62,881-15.0% |
| Participation rate | 68.6% | 68.9%-0.4pp | 75.8%-7.2pp | 69.3%-0.7pp |
| Annual return | 7.79% | 22.13%-14.3pp | 17.11%-9.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,587 | $4,196-38.3% | $5,696-54.6% | $3,203-19.2% |
| Admin fee / account holder | $5,114 | $3,742+36.7% | $5,517-7.3% | $4,296+19.0% |