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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 | $57,546 | $58,627-1.8% | $76,735-25.0% | $82,448-30.2% |
| Participation rate | 33.8% | 63.2%-29.4pp | 69.5%-35.7pp | 68.1%-34.2pp |
| Annual return | 15.18% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,402 | $3,134-55.3% | $4,088-65.7% | $4,139-66.1% |
| Admin fee / account holder | $8,487 | $5,323+59.5% | $7,189+18.1% | $7,234+17.3% |