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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 | $50,585 | $138,386-63.4% | $184,260-72.5% | $80,935-37.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 15.07% | 20.02%-4.9pp | 28.84%-13.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,945 | $7,076-1.8% | $9,133-24.0% | $4,299+61.5% |
| Admin fee / account holder | $1,385 | $10,489-86.8% | $13,898-90.0% | $6,924-80.0% |