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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 | $49,980 | $99,345-49.7% | $84,753-41.0% | $273,972-81.8% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 7.17% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,365 | $4,270-21.2% | $3,712-9.4% | $5,287-36.4% |
| Admin fee / account holder | $673 | $6,645-89.9% | $5,333-87.4% | $10,133-93.4% |