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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 | $48,489 | $64,359-24.7% | $90,161-46.2% | $70,126-30.9% |
| Participation rate | 46.4% | 70.4%-24.0pp | 76.9%-30.4pp | 69.5%-23.1pp |
| Annual return | 21.73% | 28.13%-6.4pp | 34.89%-13.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,914 | $4,389+12.0% | $5,287-7.1% | $3,332+47.5% |
| Admin fee / account holder | $1,784 | $3,945-54.8% | $5,943-70.0% | $4,645-61.6% |