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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 | $115,225-31.0% | $100,712-21.1% | $138,895-42.8% |
| Participation rate | 23.5% | 74.3%-50.8pp | 69.3%-45.7pp | 79.9%-56.4pp |
| Annual return | 12.47% | 40.35%-27.9pp | 33.27%-20.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,914 | $4,699-59.3% | $4,085-53.1% | $6,396-70.1% |
| Admin fee / account holder | $9,859 | $10,844-9.1% | $9,256+6.5% | $12,562-21.5% |