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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 | $78,347 | $70,486+11.2% | $100,535-22.1% | $79,856-1.9% |
| Participation rate | 52.0% | 73.6%-21.6pp | 79.4%-27.4pp | 69.6%-17.6pp |
| Annual return | 16.27% | 21.90%-5.6pp | 30.90%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,876 | $5,182+32.7% | $6,271+9.6% | $3,741+83.8% |
| Admin fee / account holder | $12,518 | $4,480+179.4% | $8,085+54.8% | $5,306+135.9% |