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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 | $49,414 | $81,777-39.6% | $148,496-66.7% | $69,733-29.1% |
| Participation rate | 51.4% | 70.9%-19.5pp | 76.0%-24.7pp | 62.5%-11.1pp |
| Annual return | 13.88% | 14.38%-0.5pp | 12.33%+1.6pp | 15.22%-1.3pp |
| Employer contribution / active EE | $0 | $2,488-100.0% | $3,497-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,240 | $3,367-33.5% | $4,808-53.4% | $3,054-26.7% |
| Admin fee / account holder | $3,012 | $2,991+0.7% | $19,547-84.6% | $3,102-2.9% |