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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 | $48,323 | $83,485-42.1% | $125,180-61.4% | $72,983-33.8% |
| Participation rate | 67.1% | 73.3%-6.2pp | 79.8%-12.7pp | 69.5%-2.4pp |
| Annual return | 18.38% | 25.78%-7.4pp | 43.79%-25.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,130 | $3,586-40.6% | $4,937-56.9% | $3,608-41.0% |
| Admin fee / account holder | $5,082 | $5,518-7.9% | $9,703-47.6% | $5,124-0.8% |