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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 | $78,490 | $115,225-31.9% | $100,712-22.1% | $138,895-43.5% |
| Participation rate | 46.2% | 74.3%-28.2pp | 69.3%-23.1pp | 79.9%-33.8pp |
| Annual return | 17.47% | 40.35%-22.9pp | 33.27%-15.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,221 | $4,699+32.4% | $4,085+52.3% | $6,396-2.7% |
| Admin fee / account holder | $768 | $10,844-92.9% | $9,256-91.7% | $12,562-93.9% |