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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 | $77,472-51.1% | $100,415-62.3% | $80,959-53.2% |
| Participation rate | 56.3% | 76.9%-20.7pp | 81.5%-25.3pp | 67.7%-11.4pp |
| Annual return | 20.01% | 37.26%-17.3pp | 49.47%-29.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,071 | $6,818+47.7% | $8,091+24.5% | $4,300+134.2% |
| Admin fee / account holder | $12,899 | $5,885+119.2% | $7,906+63.2% | $6,925+86.3% |