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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 | $55,623 | $77,472-28.2% | $100,392-44.6% | $80,935-31.3% |
| Participation rate | 67.7% | 76.9%-9.2pp | 81.5%-13.8pp | 67.7%+0.1pp |
| Annual return | 16.38% | 37.26%-20.9pp | 49.45%-33.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,542 | $6,818+54.6% | $8,090+30.3% | $4,299+145.2% |
| Admin fee / account holder | $6,793 | $5,885+15.4% | $7,904-14.1% | $6,924-1.9% |