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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 | $48,012 | $67,602-29.0% | $82,312-41.7% | $70,126-31.5% |
| Participation rate | 58.9% | 72.8%-13.9pp | 76.9%-18.0pp | 69.5%-10.6pp |
| Annual return | 15.11% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,615 | $2,987-12.5% | $3,706-29.4% | $3,332-21.5% |
| Admin fee / account holder | $481 | $4,512-89.3% | $5,608-91.4% | $4,645-89.7% |