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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 | $47,011 | $72,492-35.2% | $87,104-46.0% | $72,975-35.6% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 28.25% | 24.46%+3.8pp | 28.19%+0.1pp | 81.01%-52.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,090 | $3,270+147.4% | $4,048+99.8% | $3,608+124.2% |
| Admin fee / account holder | $5,229 | $5,055+3.4% | $7,491-30.2% | $5,124+2.0% |