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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 | $48,418 | $80,983-40.2% | $96,544-49.8% | $75,177-35.6% |
| Participation rate | 52.2% | 71.8%-19.6pp | 76.0%-23.8pp | 67.2%-15.0pp |
| Annual return | 23.92% | 27.05%-3.1pp | 25.88%-2.0pp | 160.75%-136.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,754 | $3,929+46.5% | $4,851+18.6% | $4,126+39.4% |
| Admin fee / account holder | $314 | $6,717-95.3% | $8,254-96.2% | $5,651-94.4% |