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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 | $49,546 | $56,287-12.0% | $80,977-38.8% | $62,881-21.2% |
| Participation rate | 56.3% | 68.9%-12.7pp | 75.8%-19.6pp | 69.3%-13.1pp |
| Annual return | 9.08% | 22.13%-13.0pp | 17.11%-8.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,281 | $4,196+25.9% | $5,696-7.3% | $3,203+64.9% |
| Admin fee / account holder | $1,984 | $3,742-47.0% | $5,517-64.0% | $4,296-53.8% |