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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 | $56,062 | $61,166-8.3% | $186,193-69.9% | $64,728-13.4% |
| Participation rate | 18.5% | 40.4%-21.9pp | 77.1%-58.6pp | 57.9%-39.4pp |
| Annual return | 21.39% | 18.93%+2.5pp | 78.03%-56.6pp | 49.38%-28.0pp |
| Employer contribution / active EE | $0 | $1,526-100.0% | $3,918-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $993 | $2,160-54.0% | $6,513-84.8% | $2,729-63.6% |
| Admin fee / account holder | $745 | $1,422-47.6% | $11,058-93.3% | $1,145-35.0% |