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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 | $97,289-33.1% | $92,805-29.9% | $155,188-58.1% |
| Participation rate | 52.9% | 84.2%-31.2pp | 83.5%-30.6pp | 80.8%-27.9pp |
| Annual return | 19.57% | 29.03%-9.5pp | 31.59%-12.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,230 | $8,795+16.3% | $8,448+21.1% | $6,531+56.6% |
| Admin fee / account holder | $9,353 | $12,015-22.2% | $10,911-14.3% | $14,480-35.4% |