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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 | $41,123 | $124,425-66.9% | $112,040-63.3% | $137,256-70.0% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 15.93% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,253 | $5,718-8.1% | $5,098+3.0% | $6,407-18.0% |
| Admin fee / account holder | $10,550 | $15,207-30.6% | $12,098-12.8% | $12,270-14.0% |