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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 | $15,537 | $49,249-68.5% | $70,476-78.0% | $79,852-80.5% |
| Participation rate | 52.3% | 69.2%-16.9pp | 75.1%-22.8pp | 69.6%-17.4pp |
| Annual return | 35.22% | 30.09%+5.1pp | 109.12%-73.9pp | 31.72%+3.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,451 | $2,769+24.6% | $3,710-7.0% | $3,740-7.7% |
| Admin fee / account holder | $778 | $2,878-73.0% | $3,847-79.8% | $5,306-85.3% |