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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 | $50,468 | $80,985-37.7% | $96,576-47.7% | $75,181-32.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 21.33% | 27.05%-5.7pp | 25.87%-4.5pp | 160.69%-139.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,728 | $3,929-30.6% | $4,851-43.8% | $4,126-33.9% |
| Admin fee / account holder | $718 | $6,719-89.3% | $8,253-91.3% | $5,650-87.3% |