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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 | $44,204 | $87,834-49.7% | $133,975-67.0% | $62,881-29.7% |
| Participation rate | 52.3% | 83.4%-31.1pp | 87.1%-34.8pp | 69.3%-17.0pp |
| Annual return | 7.67% | 12.05%-4.4pp | 29.29%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,148 | $4,812+69.3% | $6,282+29.7% | $3,203+154.4% |
| Admin fee / account holder | $10,121 | $5,372+88.4% | $9,324+8.5% | $4,296+135.6% |