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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 | $46,956 | $75,058-37.4% | $152,301-69.2% | $64,340-27.0% |
| Participation rate | 42.3% | 60.9%-18.6pp | 82.4%-40.1pp | 55.2%-12.9pp |
| Annual return | 26.69% | 29.93%-3.2pp | 80.50%-53.8pp | 24.14%+2.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,216 | $5,041+3.5% | $8,004-34.8% | $2,980+75.0% |
| Admin fee / account holder | $6,355 | $4,050+56.9% | $14,398-55.9% | $3,703+71.7% |