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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 | $41,544 | $77,460-46.4% | $100,378-58.6% | $80,925-48.7% |
| Participation rate | 55.0% | 76.9%-21.9pp | 81.5%-26.5pp | 67.7%-12.7pp |
| Annual return | 14.86% | 37.24%-22.4pp | 49.41%-34.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,676 | $6,818-2.1% | $8,087-17.5% | $4,299+55.3% |
| Admin fee / account holder | $8,214 | $5,887+39.5% | $7,899+4.0% | $6,940+18.4% |