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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 | $47,721 | $223,823-78.7% | $211,142-77.4% | $154,746-69.2% |
| Participation rate | 59.1% | 87.9%-28.8pp | 87.3%-28.2pp | 80.7%-21.6pp |
| Annual return | 17.74% | 50.39%-32.7pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,515 | $9,750+48.9% | $9,284+56.3% | $6,730+115.7% |
| Admin fee / account holder | $8,488 | $19,707-56.9% | $19,076-55.5% | $14,365-40.9% |