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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 | $51,706 | $106,588-51.5% | $94,215-45.1% | $155,188-66.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 15.64% | 29.39%-13.8pp | 28.22%-12.6pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,430 | $4,802+75.5% | $4,276+97.1% | $6,531+29.1% |
| Admin fee / account holder | $3,065 | $12,281-75.0% | $10,216-70.0% | $14,480-78.8% |