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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 | $50,390 | $56,054-10.1% | $171,082-70.5% | $62,881-19.9% |
| Participation rate | 58.1% | 62.9%-4.8pp | 76.7%-18.6pp | 69.3%-11.2pp |
| Annual return | 10.47% | 22.52%-12.1pp | 32.56%-22.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,502 | $3,158+105.9% | $4,797+35.5% | $3,203+103.0% |
| Admin fee / account holder | $1,462 | $3,647-59.9% | $8,520-82.8% | $4,296-66.0% |