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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 | $51,450 | $108,825-52.7% | $156,181-67.1% | $82,448-37.6% |
| Participation rate | 64.3% | 72.4%-8.1pp | 78.8%-14.5pp | 68.1%-3.8pp |
| Annual return | 17.10% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,227 | $4,577+14.2% | $6,132-14.8% | $4,139+26.3% |
| Admin fee / account holder | $2,405 | $9,341-74.3% | $14,586-83.5% | $7,234-66.8% |