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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 | $49,259 | $80,855-39.1% | $153,416-67.9% | $86,983-43.4% |
| Participation rate | 53.8% | 64.1%-10.3pp | 74.3%-20.5pp | 69.5%-15.7pp |
| Annual return | 15.82% | 16.18%-0.4pp | 17.84%-2.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,770 | $3,333+103.2% | $4,723+43.3% | $4,194+61.4% |
| Admin fee / account holder | $13,175 | $6,908+90.7% | $13,095+0.6% | $7,856+67.7% |