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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 | $68,275 | $57,140+19.5% | $85,240-19.9% | $80,959-15.7% |
| Participation rate | 15.4% | 56.4%-41.0pp | 67.5%-52.1pp | 67.7%-52.3pp |
| Annual return | 13.73% | 21.71%-8.0pp | 66.75%-53.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,282 | $3,115-58.8% | $4,527-71.7% | $4,300-70.2% |
| Admin fee / account holder | $403 | $4,992-91.9% | $6,165-93.5% | $6,925-94.2% |