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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 | $52,508 | $77,472-32.2% | $100,392-47.7% | $80,935-35.1% |
| Participation rate | 59.0% | 76.9%-18.0pp | 81.5%-22.5pp | 67.7%-8.7pp |
| Annual return | 17.72% | 37.26%-19.5pp | 49.45%-31.7pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,235 | $6,818+35.5% | $8,090+14.2% | $4,299+114.8% |
| Admin fee / account holder | $10,158 | $5,885+72.6% | $7,904+28.5% | $6,924+46.7% |