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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 | $55,646 | $112,729-50.6% | $98,716-43.6% | $137,256-59.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 17.34% | 38.48%-21.1pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,075 | $4,640+9.4% | $4,048+25.4% | $6,407-20.8% |
| Admin fee / account holder | $469 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |