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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 | $49,456 | $52,580-5.9% | $71,671-31.0% | $70,126-29.5% |
| Participation rate | 40.7% | 60.9%-20.1pp | 68.7%-28.0pp | 69.5%-28.8pp |
| Annual return | 22.01% | 20.25%+1.8pp | 20.65%+1.4pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,465 | $2,386-38.6% | $3,438-57.4% | $3,332-56.0% |
| Admin fee / account holder | $781 | $3,653-78.6% | $5,558-85.9% | $4,645-83.2% |