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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 | $65,090 | $100,970-35.5% | $96,576-32.6% | $137,256-52.6% |
| Participation rate | 52.9% | 82.6%-29.7pp | 81.4%-28.5pp | 80.0%-27.0pp |
| Annual return | 19.57% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,230 | $8,286+23.5% | $7,956+28.6% | $6,407+59.7% |
| Admin fee / account holder | $9,353 | $11,312-17.3% | $11,381-17.8% | $12,270-23.8% |