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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 | $42,870 | $77,460-44.7% | $100,378-57.3% | $80,925-47.0% |
| Participation rate | 49.1% | 76.9%-27.9pp | 81.5%-32.4pp | 67.7%-18.6pp |
| Annual return | 25.46% | 37.24%-11.8pp | 49.41%-24.0pp | 35.65%-10.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,974 | $6,818+17.0% | $8,087-1.4% | $4,299+85.5% |
| Admin fee / account holder | $5,299 | $5,887-10.0% | $7,899-32.9% | $6,940-23.6% |