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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 | $50,526 | $70,475-28.3% | $100,530-49.7% | $79,858-36.7% |
| Participation rate | 51.7% | 73.7%-22.0pp | 79.4%-27.7pp | 69.6%-18.0pp |
| Annual return | 30.57% | 21.90%+8.7pp | 30.89%-0.3pp | 31.72%-1.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,312 | $5,181+60.4% | $6,271+32.5% | $3,740+122.2% |
| Admin fee / account holder | $764 | $4,478-82.9% | $8,083-90.5% | $5,306-85.6% |