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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 | $60,590 | $77,472-21.8% | $100,415-39.7% | $80,959-25.2% |
| Participation rate | 52.4% | 76.9%-24.6pp | 81.5%-29.1pp | 67.7%-15.3pp |
| Annual return | 14.47% | 37.26%-22.8pp | 49.47%-35.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,191 | $6,818-23.9% | $8,091-35.8% | $4,300+20.7% |
| Admin fee / account holder | $4,147 | $5,885-29.5% | $7,906-47.5% | $6,925-40.1% |