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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 | $40,536 | $60,165-32.6% | $74,184-45.4% | $55,167-26.5% |
| Participation rate | 51.8% | 74.2%-22.4pp | 76.6%-24.9pp | 69.0%-17.2pp |
| Annual return | 15.37% | 10.00%+5.4pp | 17.74%-2.4pp | 169.23%-153.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,776 | $2,973+128.0% | $3,550+90.9% | $3,054+121.9% |
| Admin fee / account holder | $1,355 | $419+223.2% | $5,586-75.7% | $504+168.9% |