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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 | $30,865 | $106,588-71.0% | $94,215-67.2% | $155,188-80.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 15.48% | 29.39%-13.9pp | 28.22%-12.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,387 | $4,802+12.2% | $4,276+26.0% | $6,531-17.5% |
| Admin fee / account holder | $1,400 | $12,281-88.6% | $10,216-86.3% | $14,480-90.3% |