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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 | $51,536 | $48,078+7.2% | $78,676-34.5% | $62,881-18.0% |
| Participation rate | 44.4% | 65.2%-20.8pp | 73.6%-29.1pp | 69.3%-24.9pp |
| Annual return | 9.22% | 31.36%-22.1pp | 62.19%-53.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,758 | $2,587-32.1% | $3,517-50.0% | $3,203-45.1% |
| Admin fee / account holder | $6,108 | $3,206+90.5% | $4,510+35.4% | $4,296+42.2% |