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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 | $51,947 | $83,002-37.4% | $98,090-47.0% | $64,097-19.0% |
| Participation rate | 57.6% | 75.0%-17.4pp | 81.5%-23.9pp | 55.2%+2.4pp |
| Annual return | 30.98% | 38.51%-7.5pp | 37.05%-6.1pp | 34.64%-3.7pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,820 | $6,787+30.0% | $7,845+12.4% | $3,080+186.4% |
| Admin fee / account holder | $4,963 | $3,015+64.6% | $11,815-58.0% | $3,454+43.7% |