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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 | $45,974 | $93,055-50.6% | $153,741-70.1% | $80,959-43.2% |
| Participation rate | 38.9% | 69.0%-30.0pp | 77.1%-38.1pp | 67.7%-28.7pp |
| Annual return | 14.64% | 19.97%-5.3pp | 15.71%-1.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,152 | $5,172-0.4% | $6,757-23.7% | $4,300+19.8% |
| Admin fee / account holder | $4,230 | $8,881-52.4% | $12,749-66.8% | $6,925-38.9% |