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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 | $55,379 | $75,058-26.2% | $152,301-63.6% | $64,340-13.9% |
| Participation rate | 55.9% | 60.9%-5.0pp | 82.4%-26.6pp | 55.2%+0.6pp |
| Annual return | 24.86% | 29.93%-5.1pp | 80.50%-55.6pp | 24.14%+0.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,310 | $5,041+45.0% | $8,004-8.7% | $2,980+145.3% |
| Admin fee / account holder | $3,015 | $4,050-25.6% | $14,398-79.1% | $3,703-18.6% |