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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 | $52,232 | $78,425-33.4% | $95,956-45.6% | $79,858-34.6% |
| Participation rate | 48.3% | 73.5%-25.2pp | 77.1%-28.8pp | 69.6%-21.4pp |
| Annual return | 11.21% | 19.37%-8.2pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,644 | $3,440+5.9% | $4,167-12.6% | $3,740-2.6% |
| Admin fee / account holder | $6,342 | $5,622+12.8% | $6,797-6.7% | $5,306+19.5% |