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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 | $48,338 | $72,492-33.3% | $87,104-44.5% | $72,975-33.8% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.9%-30.7pp | 69.5%-23.3pp |
| Annual return | 23.14% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,721 | $3,270+105.6% | $4,048+66.0% | $3,608+86.3% |
| Admin fee / account holder | $22,047 | $5,055+336.1% | $7,491+194.3% | $5,124+330.3% |