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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 | $44,741 | $73,955-39.5% | $96,520-53.6% | $75,181-40.5% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 13.26% | 26.72%-13.5pp | 35.72%-22.5pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,354 | $3,659+19.0% | $4,879-10.8% | $4,126+5.5% |
| Admin fee / account holder | $10,280 | $5,217+97.0% | $6,733+52.7% | $5,650+82.0% |