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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 | $124,980-55.5% | $108,359-48.6% | $154,746-64.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 17.34% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,075 | $4,743+7.0% | $4,137+22.7% | $6,730-24.6% |
| Admin fee / account holder | $469 | $11,502-95.9% | $9,741-95.2% | $14,365-96.7% |