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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 | $107,666-39.5% | $102,184-36.3% | $154,746-57.9% |
| Participation rate | 52.9% | 83.7%-30.8pp | 82.6%-29.7pp | 80.7%-27.8pp |
| Annual return | 19.57% | 29.33%-9.8pp | 31.58%-12.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,230 | $8,719+17.3% | $8,309+23.1% | $6,730+52.0% |
| Admin fee / account holder | $9,353 | $12,943-27.7% | $11,609-19.4% | $14,365-34.9% |