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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 | $52,034 | $87,166-40.3% | $76,735-32.2% | $137,256-62.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 16.38% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,515 | $4,726-46.8% | $4,088-38.5% | $6,407-60.7% |
| Admin fee / account holder | $4,583 | $8,403-45.5% | $7,189-36.3% | $12,270-62.7% |