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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 | $45,726 | $123,793-63.1% | $177,840-74.3% | $79,852-42.7% |
| Participation rate | 49.3% | 84.7%-35.3pp | 87.7%-38.4pp | 69.6%-20.3pp |
| Annual return | 27.64% | 22.82%+4.8pp | 48.32%-20.7pp | 31.72%-4.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,735 | $5,956+13.1% | $7,714-12.7% | $3,740+80.1% |
| Admin fee / account holder | $1,128 | $7,243-84.4% | $12,431-90.9% | $5,306-78.7% |