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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 | $51,810 | $87,878-41.0% | $97,411-46.8% | $82,637-37.3% |
| Participation rate | 42.9% | 75.6%-32.7pp | 80.4%-37.5pp | 68.1%-25.2pp |
| Annual return | 20.38% | 54.63%-34.2pp | 34.72%-14.3pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,359 | $5,525-3.0% | $5,886-8.9% | $4,126+29.9% |
| Admin fee / account holder | $6,669 | $6,743-1.1% | $7,145-6.7% | $7,339-9.1% |