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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 | $51,947 | $82,879-37.3% | $96,576-46.2% | $67,986-23.6% |
| Participation rate | 57.6% | 75.2%-17.5pp | 81.4%-23.8pp | 57.2%+0.4pp |
| Annual return | 30.98% | 36.90%-5.9pp | 38.47%-7.5pp | 31.67%-0.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,820 | $6,976+26.4% | $7,956+10.9% | $3,358+162.7% |
| Admin fee / account holder | $4,963 | $2,783+78.3% | $11,381-56.4% | $3,203+54.9% |