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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 | $42,326 | $48,078-12.0% | $78,676-46.2% | $62,881-32.7% |
| Participation rate | 54.3% | 65.2%-10.9pp | 73.6%-19.3pp | 69.3%-15.0pp |
| Annual return | 5.85% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,124 | $2,587-17.9% | $3,517-39.6% | $3,203-33.7% |
| Admin fee / account holder | $22,363 | $3,206+597.5% | $4,510+395.8% | $4,296+420.6% |