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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 | $30,120 | $77,472-61.1% | $100,392-70.0% | $80,935-62.8% |
| Participation rate | 58.3% | 76.9%-18.6pp | 81.5%-23.2pp | 67.7%-9.3pp |
| Annual return | 15.54% | 37.26%-21.7pp | 49.45%-33.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,501 | $6,818-48.6% | $8,090-56.7% | $4,299-18.6% |
| Admin fee / account holder | $7,297 | $5,885+24.0% | $7,904-7.7% | $6,924+5.4% |