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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 | $49,858 | $47,922+4.0% | $75,900-34.3% | $65,186-23.5% |
| Participation rate | 24.0% | 63.0%-39.0pp | 69.3%-45.3pp | 70.2%-46.2pp |
| Annual return | 21.50% | 24.12%-2.6pp | 30.73%-9.2pp | 29.39%-7.9pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,374 | $2,550-46.1% | $3,604-61.9% | $3,514-60.9% |
| Admin fee / account holder | $6,203 | $532+1066.9% | $5,421+14.4% | $847+632.1% |