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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 | $48,803 | $79,961-39.0% | $98,462-50.4% | $75,177-35.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 14.66% | 19.75%-5.1pp | 21.17%-6.5pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,418 | $3,753-35.6% | $4,738-49.0% | $4,126-41.4% |
| Admin fee / account holder | $7,963 | $6,842+16.4% | $8,875-10.3% | $5,651+40.9% |