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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 | $59,529 | $64,359-7.5% | $90,161-34.0% | $70,124-15.1% |
| Participation rate | 49.3% | 70.4%-21.1pp | 76.9%-27.6pp | 69.5%-20.2pp |
| Annual return | 21.17% | 28.13%-7.0pp | 34.89%-13.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,035 | $4,389+37.5% | $5,287+14.1% | $3,332+81.1% |
| Admin fee / account holder | $2,930 | $3,945-25.7% | $5,943-50.7% | $4,645-36.9% |