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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 | $51,921 | $64,920-20.0% | $103,693-49.9% | $86,983-40.3% |
| Participation rate | 52.9% | 63.6%-10.7pp | 72.6%-19.7pp | 69.5%-16.6pp |
| Annual return | 18.50% | 30.29%-11.8pp | 47.61%-29.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,201 | $3,241-1.2% | $4,579-30.1% | $4,194-23.7% |
| Admin fee / account holder | $8,316 | $6,191+34.3% | $7,858+5.8% | $7,856+5.9% |