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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 | $49,454 | $72,492-31.8% | $87,104-43.2% | $72,975-32.2% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 18.38% | 24.46%-6.1pp | 28.19%-9.8pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,015 | $3,270-38.4% | $4,048-50.2% | $3,608-44.2% |
| Admin fee / account holder | $457 | $5,055-91.0% | $7,491-93.9% | $5,124-91.1% |