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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 | $209,336-77.2% | $197,124-75.8% | $137,256-65.2% |
| Participation rate | 59.1% | 87.3%-28.2pp | 86.7%-27.6pp | 80.0%-20.9pp |
| Annual return | 17.74% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,515 | $9,614+51.0% | $9,135+58.9% | $6,407+126.6% |
| Admin fee / account holder | $8,488 | $17,308-51.0% | $16,298-47.9% | $12,270-30.8% |