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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 | $56,881 | $77,472-26.6% | $100,415-43.4% | $80,959-29.7% |
| Participation rate | 46.5% | 76.9%-30.5pp | 81.5%-35.0pp | 67.7%-21.2pp |
| Annual return | 14.39% | 37.26%-22.9pp | 49.47%-35.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,450 | $6,818-49.4% | $8,091-57.4% | $4,300-19.8% |
| Admin fee / account holder | $2,706 | $5,885-54.0% | $7,906-65.8% | $6,925-60.9% |