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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 | $52,586 | $76,551-31.3% | $123,894-57.6% | $62,881-16.4% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 12.72% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,002 | $4,840+86.0% | $5,984+50.4% | $3,203+181.0% |
| Admin fee / account holder | $2,789 | $4,826-42.2% | $8,357-66.6% | $4,296-35.1% |