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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 | $48,684 | $146,267-66.7% | $197,124-75.3% | $82,448-41.0% |
| Participation rate | 53.4% | 84.0%-30.6pp | 86.7%-33.3pp | 68.1%-14.7pp |
| Annual return | 33.78% | 29.61%+4.2pp | 44.34%-10.6pp | 41.64%-7.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,345 | $7,035+18.6% | $9,135-8.6% | $4,139+101.6% |
| Admin fee / account holder | $6,314 | $14,422-56.2% | $16,298-61.3% | $7,234-12.7% |