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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 | $44,263 | $86,949-49.1% | $102,460-56.8% | $80,959-45.3% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.7%-19.1pp |
| Annual return | 14.10% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,765 | $4,121+88.4% | $5,056+53.6% | $4,300+80.6% |
| Admin fee / account holder | $11,646 | $8,048+44.7% | $9,460+23.1% | $6,925+68.2% |