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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 | $56,796 | $78,520-27.7% | $96,576-41.2% | $82,448-31.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 81.4%-18.9pp | 68.1%-5.6pp |
| Annual return | 33.82% | 41.30%-7.5pp | 38.47%-4.7pp | 41.64%-7.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,922 | $6,754+76.5% | $7,956+49.8% | $4,139+188.0% |
| Admin fee / account holder | $9,640 | $13,455-28.4% | $11,381-15.3% | $7,234+33.2% |