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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 | $51,041 | $63,365-19.4% | $91,994-44.5% | $72,975-30.1% |
| Participation rate | 36.6% | 72.5%-35.9pp | 78.6%-42.0pp | 69.5%-32.9pp |
| Annual return | 23.16% | 35.35%-12.2pp | 69.04%-45.9pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,033 | $4,883+23.5% | $5,924+1.8% | $3,608+67.2% |
| Admin fee / account holder | $10,127 | $4,670+116.9% | $7,744+30.8% | $5,124+97.6% |