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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 | $49,149 | $75,541-34.9% | $152,093-67.7% | $82,637-40.5% |
| Participation rate | 62.8% | 66.5%-3.7pp | 77.8%-15.0pp | 68.1%-5.3pp |
| Annual return | 16.91% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,104 | $3,206-3.2% | $5,451-43.1% | $4,126-24.8% |
| Admin fee / account holder | $4,254 | $6,405-33.6% | $14,497-70.7% | $7,339-42.0% |