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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 | $54,041 | $49,255+9.7% | $70,494-23.3% | $79,856-32.3% |
| Participation rate | 46.6% | 69.2%-22.6pp | 75.1%-28.5pp | 69.6%-23.1pp |
| Annual return | 23.29% | 30.10%-6.8pp | 109.16%-85.9pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,976 | $2,768+115.9% | $3,711+61.1% | $3,741+59.8% |
| Admin fee / account holder | $2,384 | $2,879-17.2% | $3,848-38.0% | $5,306-55.1% |