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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 | $56,881 | $77,492-26.6% | $100,398-43.3% | $80,911-29.7% |
| Participation rate | 46.5% | 76.9%-30.5pp | 81.5%-35.0pp | 67.6%-21.2pp |
| Annual return | 14.39% | 37.23%-22.8pp | 49.32%-34.9pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,450 | $6,817-49.4% | $8,084-57.3% | $4,297-19.7% |
| Admin fee / account holder | $2,706 | $5,892-54.1% | $7,893-65.7% | $6,935-61.0% |