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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 | $54,219 | $72,492-25.2% | $87,102-37.8% | $72,983-25.7% |
| Participation rate | 46.4% | 72.8%-26.4pp | 76.9%-30.4pp | 69.5%-23.1pp |
| Annual return | 23.82% | 24.46%-0.6pp | 28.19%-4.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,258 | $3,270+91.4% | $4,048+54.6% | $3,608+73.5% |
| Admin fee / account holder | $1,413 | $5,055-72.0% | $7,491-81.1% | $5,124-72.4% |