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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 | $79,468 | $112,729-29.5% | $98,716-19.5% | $137,256-42.1% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.3%-45.8pp | 80.0%-56.4pp |
| Annual return | 12.47% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,914 | $4,640-58.7% | $4,048-52.7% | $6,407-70.1% |
| Admin fee / account holder | $9,859 | $10,129-2.7% | $8,703+13.3% | $12,270-19.7% |