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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 | $57,567 | $63,365-9.2% | $91,994-37.4% | $72,976-21.1% |
| Participation rate | 47.6% | 72.5%-24.9pp | 78.6%-31.0pp | 69.5%-21.9pp |
| Annual return | 19.49% | 35.35%-15.9pp | 69.04%-49.6pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,886 | $4,883+20.5% | $5,924-0.6% | $3,608+63.1% |
| Admin fee / account holder | $15,258 | $4,670+226.8% | $7,744+97.0% | $5,124+197.8% |