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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 | $65,013 | $39,132+66.1% | $57,196+13.7% | $62,881+3.4% |
| Participation rate | 39.5% | 70.5%-31.0pp | 75.3%-35.9pp | 69.3%-29.8pp |
| Annual return | 9.50% | 9.24%+0.3pp | 14.59%-5.1pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,651 | $2,374+11.6% | $3,096-14.4% | $3,203-17.2% |
| Admin fee / account holder | $13,866 | $2,594+434.6% | $3,141+341.5% | $4,296+222.8% |