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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 | $50,211 | $81,487-38.4% | $102,412-51.0% | $80,935-38.0% |
| Participation rate | 58.0% | 66.8%-8.9pp | 74.5%-16.5pp | 67.7%-9.7pp |
| Annual return | 20.67% | 25.60%-4.9pp | 24.94%-4.3pp | 35.66%-15.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,108 | $3,871+6.1% | $5,060-18.8% | $4,299-4.4% |
| Admin fee / account holder | $320 | $6,717-95.2% | $8,388-96.2% | $6,924-95.4% |