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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 | $51,686 | $101,795-49.2% | $165,100-68.7% | $80,959-36.2% |
| Participation rate | 48.0% | 71.8%-23.8pp | 78.6%-30.6pp | 67.7%-19.7pp |
| Annual return | 17.91% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,823 | $4,476+74.8% | $6,035+29.6% | $4,300+81.9% |
| Admin fee / account holder | $2,871 | $8,221-65.1% | $12,696-77.4% | $6,925-58.5% |