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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 | $45,912 | $100,194-54.2% | $122,979-62.7% | $86,983-47.2% |
| Participation rate | 50.0% | 73.0%-23.0pp | 77.2%-27.2pp | 69.5%-19.5pp |
| Annual return | 16.87% | 16.47%+0.4pp | 20.12%-3.2pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,958 | $4,133-4.2% | $5,003-20.9% | $4,194-5.6% |
| Admin fee / account holder | $3,457 | $10,148-65.9% | $12,864-73.1% | $7,856-56.0% |