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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 | $64,962 | $107,666-39.7% | $102,184-36.4% | $154,746-58.0% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 15.46% | 29.33%-13.9pp | 31.58%-16.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,031 | $8,719+3.6% | $8,309+8.7% | $6,730+34.2% |
| Admin fee / account holder | $8,997 | $12,943-30.5% | $11,609-22.5% | $14,365-37.4% |