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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 | $56,709 | $56,894-0.3% | $84,753-33.1% | $62,881-9.8% |
| Participation rate | 40.7% | 68.5%-27.9pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,762 | $2,709+1.9% | $3,712-25.6% | $3,203-13.8% |
| Admin fee / account holder | $1,528 | $3,581-57.3% | $5,333-71.3% | $4,296-64.4% |