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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 | $126,661-67.5% | $113,397-63.7% | $138,895-70.4% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.5%-30.3pp | 79.9%-33.8pp |
| Annual return | 15.93% | 25.05%-9.1pp | 23.20%-7.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,253 | $5,693-7.7% | $5,076+3.5% | $6,396-17.9% |
| Admin fee / account holder | $10,550 | $14,549-27.5% | $11,957-11.8% | $12,562-16.0% |