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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 | $50,554 | $76,371-33.8% | $93,621-46.0% | $72,976-30.7% |
| Participation rate | 60.7% | 71.8%-11.0pp | 75.8%-15.1pp | 69.5%-8.8pp |
| Annual return | 21.08% | 25.82%-4.7pp | 32.76%-11.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,275 | $3,538+190.4% | $4,070+152.5% | $3,608+184.8% |
| Admin fee / account holder | $9,427 | $6,839+37.8% | $7,890+19.5% | $5,124+84.0% |