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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 | $48,884 | $78,520-37.7% | $96,576-49.4% | $82,448-40.7% |
| Participation rate | 63.3% | 77.7%-14.4pp | 81.4%-18.1pp | 68.1%-4.7pp |
| Annual return | 21.36% | 41.30%-19.9pp | 38.47%-17.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,777 | $6,754+15.1% | $7,956-2.3% | $4,139+87.9% |
| Admin fee / account holder | $2,958 | $13,455-78.0% | $11,381-74.0% | $7,234-59.1% |