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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 | $52,951 | $146,267-63.8% | $197,124-73.1% | $82,448-35.8% |
| Participation rate | 57.6% | 84.0%-26.4pp | 86.7%-29.1pp | 68.1%-10.5pp |
| Annual return | 29.84% | 29.61%+0.2pp | 44.34%-14.5pp | 41.64%-11.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,997 | $7,035-29.0% | $9,135-45.3% | $4,139+20.7% |
| Admin fee / account holder | $21,534 | $14,422+49.3% | $16,298+32.1% | $7,234+197.7% |