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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 | $50,841 | $76,551-33.6% | $123,894-59.0% | $62,881-19.1% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,372 | $4,840-9.7% | $5,984-26.9% | $3,203+36.5% |
| Admin fee / account holder | $2,258 | $4,826-53.2% | $8,357-73.0% | $4,296-47.4% |