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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 | $48,256 | $93,617-48.5% | $135,982-64.5% | $75,177-35.8% |
| Participation rate | 18.1% | 75.2%-57.1pp | 81.9%-63.9pp | 67.2%-49.1pp |
| Annual return | 20.33% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,537 | $6,406-29.2% | $7,760-41.5% | $4,126+10.0% |
| Admin fee / account holder | $7,566 | $6,980+8.4% | $10,767-29.7% | $5,651+33.9% |