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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 | $57,453 | $86,050-33.2% | $189,758-69.7% | $94,015-38.9% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 14.51% | 17.77%-3.3pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,659 | $3,349-50.5% | $5,856-71.7% | $4,249-61.0% |
| Admin fee / account holder | $4,216 | $6,627-36.4% | $20,388-79.3% | $8,951-52.9% |