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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 | $49,601 | $109,359-54.6% | $162,171-69.4% | $72,983-32.0% |
| Participation rate | 56.3% | 84.3%-28.0pp | 87.6%-31.3pp | 69.5%-13.2pp |
| Annual return | 27.99% | 25.46%+2.5pp | 115.60%-87.6pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,784 | $5,481-12.7% | $7,297-34.4% | $3,608+32.6% |
| Admin fee / account holder | $1,405 | $7,972-82.4% | $10,843-87.0% | $5,124-72.6% |