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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 | $52,379 | $76,552-31.6% | $123,893-57.7% | $62,891-16.7% |
| Participation rate | 43.9% | 73.0%-29.1pp | 81.4%-37.5pp | 69.3%-25.4pp |
| Annual return | 10.36% | 18.68%-8.3pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,455 | $4,840-49.3% | $5,984-59.0% | $3,203-23.4% |
| Admin fee / account holder | $665 | $4,826-86.2% | $8,357-92.0% | $4,296-84.5% |