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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 | $48,804 | $58,523-16.6% | $99,475-50.9% | $72,975-33.1% |
| Participation rate | 48.4% | 64.6%-16.2pp | 73.8%-25.4pp | 69.5%-21.1pp |
| Annual return | 18.39% | 28.51%-10.1pp | 30.72%-12.3pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,983 | $2,606+14.5% | $3,619-17.6% | $3,608-17.3% |
| Admin fee / account holder | $2,336 | $4,102-43.0% | $6,252-62.6% | $5,124-54.4% |