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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 | $37,875 | $77,523-51.1% | $100,383-62.3% | $80,874-53.2% |
| Participation rate | 56.3% | 77.0%-20.7pp | 81.5%-25.2pp | 67.6%-11.4pp |
| Annual return | 20.01% | 37.21%-17.2pp | 49.26%-29.3pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,071 | $6,822+47.6% | $8,086+24.6% | $4,297+134.4% |
| Admin fee / account holder | $12,899 | $5,899+118.7% | $7,900+63.3% | $6,935+86.0% |