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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 | $33,234 | $201,370-83.5% | $184,256-82.0% | $145,897-77.2% |
| Participation rate | 52.6% | 87.5%-34.9pp | 86.8%-34.2pp | 80.3%-27.7pp |
| Annual return | 14.27% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,140 | $9,808+23.8% | $9,133+32.9% | $6,689+81.5% |
| Admin fee / account holder | $11,046 | $16,364-32.5% | $13,899-20.5% | $13,390-17.5% |