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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 | $53,305 | $70,486-24.4% | $100,528-47.0% | $79,852-33.2% |
| Participation rate | 45.8% | 73.6%-27.8pp | 79.4%-33.6pp | 69.6%-23.8pp |
| Annual return | 19.28% | 21.90%-2.6pp | 30.90%-11.6pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,843 | $5,182-45.1% | $6,271-54.7% | $3,740-24.0% |
| Admin fee / account holder | $3,172 | $4,480-29.2% | $8,084-60.8% | $5,306-40.2% |